ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,074,557 | -2.8% | 31,736 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $2,135,326 | -0.8% | 31,663 | -4.2% | 0.00% | 0.0% |
Q1 2023 | $2,151,822 | +2.0% | 33,054 | +1.8% | 0.00% | 0.0% |
Q4 2022 | $2,109,192 | +7.1% | 32,464 | -4.9% | 0.00% | 0.0% |
Q3 2022 | $1,970,000 | -9.3% | 34,139 | -2.9% | 0.00% | -20.0% |
Q2 2022 | $2,172,000 | -7.2% | 35,164 | +4.6% | 0.01% | +25.0% |
Q1 2022 | $2,341,000 | +0.3% | 33,604 | +0.9% | 0.00% | 0.0% |
Q4 2021 | $2,333,000 | +33.4% | 33,295 | +24.9% | 0.00% | 0.0% |
Q3 2021 | $1,749,000 | +13.5% | 26,648 | +14.9% | 0.00% | +33.3% |
Q2 2021 | $1,541,000 | +29.9% | 23,192 | +24.6% | 0.00% | 0.0% |
Q1 2021 | $1,186,000 | +17.2% | 18,616 | +6.5% | 0.00% | 0.0% |
Q4 2020 | $1,012,000 | +106.1% | 17,486 | +81.9% | 0.00% | +200.0% |
Q3 2020 | $491,000 | -7.5% | 9,615 | -11.6% | 0.00% | -50.0% |
Q2 2020 | $531,000 | +53.0% | 10,881 | +38.1% | 0.00% | 0.0% |
Q1 2020 | $347,000 | -76.3% | 7,878 | -68.5% | 0.00% | -60.0% |
Q4 2019 | $1,465,000 | – | 25,032 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |