ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 91 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
| Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
| Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
| Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
| Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
| Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
| Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
| TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
| AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |