ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 52 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |