ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 18 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,577 | +4.9% | 5,776 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $359,995 | +38692.6% | 5,338 | -62.5% | 0.01% | -60.0% |
| Q1 2023 | $928 | +33.5% | 14,253 | +33.2% | 0.03% | +3.4% |
| Q4 2022 | $695 | -99.8% | 10,700 | +55.6% | 0.03% | +383.3% |
| Q3 2022 | $397,000 | +15.1% | 6,875 | +39.6% | 0.01% | 0.0% |
| Q4 2021 | $345,000 | +0.9% | 4,926 | -5.5% | 0.01% | -33.3% |
| Q3 2021 | $342,000 | -50.2% | 5,214 | -49.6% | 0.01% | -50.0% |
| Q2 2021 | $687,000 | +288.1% | 10,337 | +272.9% | 0.02% | +500.0% |
| Q1 2021 | $177,000 | -67.1% | 2,772 | -70.2% | 0.00% | -81.2% |
| Q4 2020 | $538,000 | +310.7% | 9,287 | +261.9% | 0.02% | +1500.0% |
| Q3 2020 | $131,000 | -66.1% | 2,566 | -67.5% | 0.00% | -93.8% |
| Q2 2020 | $386,000 | +24.9% | 7,906 | +12.8% | 0.02% | -15.8% |
| Q1 2020 | $309,000 | -11.5% | 7,009 | +17.4% | 0.02% | -34.5% |
| Q4 2019 | $349,000 | -50.5% | 5,970 | -53.6% | 0.03% | -39.6% |
| Q3 2019 | $705,000 | +23400.0% | 12,877 | +21361.7% | 0.05% | – |
| Q1 2019 | $3,000 | -91.7% | 60 | -92.1% | 0.00% | -100.0% |
| Q1 2017 | $36,000 | +3500.0% | 755 | +2696.3% | 0.00% | – |
| Q2 2013 | $1,000 | – | 27 | – | 0.00% | – |
Download | ||||||
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% |