ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 24 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,823,000 | +6.3% | 116,566 | +4.0% | 0.04% | 0.0% |
| Q2 2017 | $5,477,000 | +7.1% | 112,055 | +5.6% | 0.04% | +2.9% |
| Q1 2017 | $5,112,000 | +14.7% | 106,114 | +11.9% | 0.03% | +3.0% |
| Q4 2016 | $4,456,000 | +23.8% | 94,799 | +16.4% | 0.03% | +13.8% |
| Q3 2016 | $3,599,000 | +8.6% | 81,443 | +6.5% | 0.03% | +3.6% |
| Q2 2016 | $3,315,000 | +18.9% | 76,456 | +14.2% | 0.03% | +12.0% |
| Q1 2016 | $2,788,000 | +7.7% | 66,932 | +7.9% | 0.02% | 0.0% |
| Q4 2015 | $2,588,000 | +23.7% | 62,032 | +15.8% | 0.02% | +13.6% |
| Q3 2015 | $2,093,000 | -0.4% | 53,571 | +11.4% | 0.02% | +4.8% |
| Q2 2015 | $2,101,000 | +28.1% | 48,095 | +26.7% | 0.02% | +23.5% |
| Q1 2015 | $1,640,000 | +26.3% | 37,958 | +30.2% | 0.02% | +13.3% |
| Q4 2014 | $1,298,000 | +14.4% | 29,157 | +9.8% | 0.02% | +7.1% |
| Q3 2014 | $1,135,000 | +38.4% | 26,558 | +38.8% | 0.01% | +40.0% |
| Q2 2014 | $820,000 | +121.6% | 19,129 | +111.4% | 0.01% | +100.0% |
| Q1 2014 | $370,000 | +25.9% | 9,049 | +24.0% | 0.01% | +25.0% |
| Q4 2013 | $294,000 | – | 7,296 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |