ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 40 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $873,007 | -99.8% | 13,355 | -99.8% | 0.00% | -100.0% |
Q2 2023 | $495,136,088 | +25.3% | 7,341,876 | +20.9% | 0.22% | +15.3% |
Q1 2023 | $395,214,398 | +37.5% | 6,070,882 | +37.2% | 0.19% | +27.5% |
Q4 2022 | $287,420,358 | +4.9% | 4,423,893 | -6.8% | 0.15% | -4.5% |
Q3 2022 | $274,074,000 | -25.6% | 4,749,168 | -20.3% | 0.16% | -24.3% |
Q2 2022 | $368,322,000 | +18.2% | 5,961,828 | +33.3% | 0.21% | +31.2% |
Q1 2022 | $311,595,000 | -2.1% | 4,473,732 | -1.5% | 0.16% | 0.0% |
Q4 2021 | $318,285,000 | -2.5% | 4,542,383 | -8.7% | 0.16% | -12.3% |
Q3 2021 | $326,495,000 | +2.3% | 4,973,266 | +3.5% | 0.18% | -1.1% |
Q2 2021 | $319,233,000 | -8.4% | 4,804,832 | -12.2% | 0.18% | -19.9% |
Q1 2021 | $348,576,000 | +12.5% | 5,472,706 | +2.3% | 0.23% | -3.4% |
Q4 2020 | $309,770,000 | +101.5% | 5,350,079 | +77.8% | 0.23% | +72.1% |
Q3 2020 | $153,697,000 | +109.1% | 3,009,533 | +100.0% | 0.14% | +88.9% |
Q2 2020 | $73,487,000 | +11564.6% | 1,504,948 | +10430.0% | 0.07% | +7100.0% |
Q1 2020 | $630,000 | -1.9% | 14,292 | +30.2% | 0.00% | 0.0% |
Q4 2019 | $642,000 | +30.2% | 10,980 | +21.9% | 0.00% | 0.0% |
Q3 2019 | $493,000 | +197.0% | 9,004 | +175.0% | 0.00% | – |
Q2 2018 | $166,000 | +0.6% | 3,274 | 0.0% | 0.00% | – |
Q1 2018 | $165,000 | -3.5% | 3,274 | 0.0% | 0.00% | – |
Q4 2017 | $171,000 | +14.8% | 3,274 | +9.3% | 0.00% | – |
Q3 2017 | $149,000 | -1.3% | 2,996 | -3.5% | 0.00% | – |
Q2 2017 | $151,000 | +4.9% | 3,104 | +3.6% | 0.00% | – |
Q1 2017 | $144,000 | +2.1% | 2,996 | 0.0% | 0.00% | -100.0% |
Q4 2016 | $141,000 | +17.5% | 2,996 | +8.1% | 0.00% | – |
Q2 2016 | $120,000 | +0.8% | 2,771 | -3.3% | 0.00% | -100.0% |
Q1 2016 | $119,000 | -0.8% | 2,866 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $120,000 | +7.1% | 2,866 | +0.1% | 0.00% | 0.0% |
Q3 2015 | $112,000 | -91.5% | 2,864 | -90.5% | 0.00% | -83.3% |
Q2 2015 | $1,317,000 | -14.1% | 30,150 | -15.1% | 0.01% | -25.0% |
Q1 2015 | $1,533,000 | -15.8% | 35,496 | -13.2% | 0.01% | -57.9% |
Q4 2014 | $1,821,000 | +6.1% | 40,907 | +1.9% | 0.02% | +11.8% |
Q3 2014 | $1,716,000 | +57100.0% | 40,151 | +51375.6% | 0.02% | – |
Q2 2014 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2014 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q4 2013 | $3,000 | -25.0% | 78 | -33.3% | 0.00% | – |
Q3 2013 | $4,000 | – | 117 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |