ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 42 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,755 | +258.4% | 16,487 | +269.7% | 0.00% | +300.0% |
| Q2 2023 | $300,715 | -9.6% | 4,459 | -12.8% | 0.00% | 0.0% |
| Q1 2023 | $332,791 | +246.7% | 5,112 | +161.2% | 0.00% | -50.0% |
| Q2 2020 | $96,000 | +17.1% | 1,957 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $82,000 | -21.9% | 1,945 | +1.6% | 0.00% | -50.0% |
| Q3 2019 | $105,000 | +1.9% | 1,914 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $103,000 | +4.0% | 1,901 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $99,000 | +10.0% | 1,889 | +0.5% | 0.00% | -20.0% |
| Q4 2018 | $90,000 | -10.0% | 1,879 | +1.3% | 0.01% | +25.0% |
| Q3 2018 | $100,000 | +6.4% | 1,855 | +0.7% | 0.00% | -20.0% |
| Q2 2018 | $94,000 | +3.3% | 1,843 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $91,000 | -5.2% | 1,843 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $96,000 | -48.1% | 1,833 | -49.9% | 0.01% | -25.0% |
| Q3 2017 | $185,000 | +110.2% | 3,656 | +102.9% | 0.01% | -27.3% |
| Q2 2017 | $88,000 | – | 1,802 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |