ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 35 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
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 BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |