ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 24 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,210,000 | +0.6% | 25,110 | -1.5% | 0.09% | -3.2% |
| Q4 2016 | $1,203,000 | +0.7% | 25,496 | -6.5% | 0.09% | -1.1% |
| Q3 2016 | $1,195,000 | +0.3% | 27,281 | -0.2% | 0.10% | +3.3% |
| Q2 2016 | $1,191,000 | +2.1% | 27,322 | -1.7% | 0.09% | -8.9% |
| Q1 2016 | $1,167,000 | -31.6% | 27,785 | -37.4% | 0.10% | -27.9% |
| Q4 2015 | $1,705,000 | +34.0% | 44,360 | +50.5% | 0.14% | +19.7% |
| Q3 2015 | $1,272,000 | -2.7% | 29,484 | -2.7% | 0.12% | 0.0% |
| Q2 2015 | $1,307,000 | -3.0% | 30,290 | -0.8% | 0.12% | -2.5% |
| Q1 2015 | $1,348,000 | -99.9% | 30,548 | -15.8% | 0.12% | +7.1% |
| Q4 2014 | $1,577,278,000 | +101463.3% | 36,301 | -0.3% | 0.11% | -5.1% |
| Q3 2014 | $1,553,000 | -0.9% | 36,394 | -0.5% | 0.12% | -4.1% |
| Q2 2014 | $1,567,000 | +3.9% | 36,575 | -0.2% | 0.12% | -5.4% |
| Q1 2014 | $1,508,000 | +9.2% | 36,645 | +6.9% | 0.13% | +5.7% |
| Q4 2013 | $1,381,000 | +10.3% | 34,274 | +0.4% | 0.12% | +0.8% |
| Q3 2013 | $1,252,000 | +7.7% | 34,121 | +5.5% | 0.12% | -15.3% |
| Q2 2013 | $1,162,000 | – | 32,344 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |