ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,789,000 | +206.6% | 165,160 | +216.1% | 0.02% | +185.7% |
| Q2 2023 | $3,519,000 | +28.7% | 52,253 | +23.9% | 0.01% | +16.7% |
| Q1 2023 | $2,734,000 | +3.3% | 42,176 | +3.2% | 0.01% | 0.0% |
| Q4 2022 | $2,646,000 | +12.0% | 40,875 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $2,363,000 | -5.2% | 40,785 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $2,493,000 | -12.8% | 40,341 | -1.7% | 0.01% | 0.0% |
| Q1 2022 | $2,860,000 | +4.0% | 41,033 | +4.9% | 0.01% | 0.0% |
| Q4 2021 | $2,751,000 | +9.5% | 39,130 | +2.0% | 0.01% | -14.3% |
| Q3 2021 | $2,513,000 | +1.3% | 38,364 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $2,480,000 | +15.2% | 37,345 | +10.2% | 0.01% | 0.0% |
| Q1 2021 | $2,153,000 | +23.2% | 33,876 | +13.1% | 0.01% | 0.0% |
| Q4 2020 | $1,747,000 | +21.2% | 29,943 | +6.3% | 0.01% | 0.0% |
| Q3 2020 | $1,441,000 | +18.1% | 28,174 | +12.9% | 0.01% | 0.0% |
| Q2 2020 | $1,220,000 | +21.3% | 24,944 | +9.0% | 0.01% | 0.0% |
| Q1 2020 | $1,006,000 | -20.5% | 22,891 | +5.8% | 0.01% | 0.0% |
| Q4 2019 | $1,265,000 | +8.1% | 21,638 | +1.6% | 0.01% | +16.7% |
| Q3 2019 | $1,170,000 | +0.9% | 21,290 | -0.6% | 0.01% | -14.3% |
| Q2 2019 | $1,160,000 | +8.8% | 21,415 | +5.7% | 0.01% | 0.0% |
| Q1 2019 | $1,066,000 | +8.9% | 20,254 | -1.5% | 0.01% | -12.5% |
| Q4 2018 | $979,000 | -10.4% | 20,567 | +1.0% | 0.01% | 0.0% |
| Q3 2018 | $1,093,000 | +4.9% | 20,354 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $1,042,000 | +7.8% | 20,406 | +6.7% | 0.01% | 0.0% |
| Q1 2018 | $967,000 | +17.5% | 19,123 | +21.4% | 0.01% | +14.3% |
| Q4 2017 | $823,000 | +6.5% | 15,751 | +1.0% | 0.01% | 0.0% |
| Q3 2017 | $773,000 | +2.1% | 15,595 | -0.0% | 0.01% | 0.0% |
| Q2 2017 | $757,000 | +5.7% | 15,599 | +5.0% | 0.01% | 0.0% |
| Q1 2017 | $716,000 | +3.5% | 14,856 | +1.4% | 0.01% | -12.5% |
| Q4 2016 | $692,000 | +7.0% | 14,651 | +1.1% | 0.01% | +14.3% |
| Q3 2016 | $647,000 | +12.1% | 14,498 | +8.4% | 0.01% | 0.0% |
| Q2 2016 | $577,000 | -1.0% | 13,370 | -5.5% | 0.01% | +250.0% |
| Q1 2016 | $583,000 | +0.7% | 14,147 | +1.1% | 0.00% | -71.4% |
| Q4 2015 | $579,000 | +3.0% | 13,993 | -4.1% | 0.01% | 0.0% |
| Q3 2015 | $562,000 | -7.4% | 14,591 | +5.0% | 0.01% | -30.0% |
| Q2 2015 | $607,000 | +8.0% | 13,895 | +6.7% | 0.01% | +25.0% |
| Q1 2015 | $562,000 | -0.5% | 13,017 | +2.6% | 0.01% | -11.1% |
| Q4 2014 | $565,000 | +7.8% | 12,687 | +3.4% | 0.01% | 0.0% |
| Q3 2014 | $524,000 | +13.9% | 12,269 | +14.3% | 0.01% | +12.5% |
| Q2 2014 | $460,000 | +15.3% | 10,735 | +10.0% | 0.01% | 0.0% |
| Q1 2014 | $399,000 | – | 9,756 | – | 0.01% | – |
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% |