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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,824,803 | +299.9% | 175,338 | +266.4% | 0.32% | -15.7% |
| Q2 2022 | $2,957,000 | +1033.0% | 47,857 | +1118.0% | 0.38% | +636.5% |
| Q2 2021 | $261,000 | -5.8% | 3,929 | -9.7% | 0.05% | -14.8% |
| Q1 2021 | $277,000 | -99.8% | 4,351 | -99.8% | 0.06% | -96.7% |
| Q4 2020 | $125,434,000 | +15.4% | 2,166,390 | +1.8% | 1.86% | -6.9% |
| Q3 2020 | $108,697,000 | +21.6% | 2,128,387 | +16.2% | 2.00% | +12.9% |
| Q2 2020 | $89,409,000 | +26.4% | 1,831,021 | +14.1% | 1.77% | -18.9% |
| Q1 2020 | $70,760,000 | -21.5% | 1,604,164 | +4.1% | 2.18% | -20.6% |
| Q4 2019 | $90,186,000 | +10.9% | 1,541,376 | +3.9% | 2.75% | -16.9% |
| Q3 2019 | $81,300,000 | +1.2% | 1,484,203 | -0.1% | 3.31% | -3.8% |
| Q2 2019 | $80,312,000 | +121.9% | 1,486,157 | +115.8% | 3.44% | +58.9% |
| Q1 2019 | $36,196,000 | +4631.5% | 688,668 | +4202.0% | 2.16% | +2085.9% |
| Q4 2018 | $765,000 | -98.9% | 16,008 | -98.7% | 0.10% | -97.5% |
| Q3 2018 | $68,463,000 | +53.9% | 1,280,639 | +46.5% | 3.91% | +22.0% |
| Q2 2018 | $44,490,000 | +27.3% | 874,207 | +26.2% | 3.21% | +6.2% |
| Q1 2018 | $34,937,000 | +32.6% | 692,584 | +37.8% | 3.02% | +18.0% |
| Q4 2017 | $26,349,000 | +88.9% | 502,654 | +76.1% | 2.56% | +55.2% |
| Q2 2017 | $13,952,000 | +43.0% | 285,440 | +40.9% | 1.65% | +9.8% |
| Q1 2017 | $9,756,000 | +249.3% | 202,540 | +240.9% | 1.50% | +133.1% |
| Q4 2016 | $2,793,000 | +267.5% | 59,420 | +245.7% | 0.64% | +74.1% |
| Q3 2016 | $760,000 | – | 17,188 | – | 0.37% | – |
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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% |