ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 25 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | -33.3% |
Q1 2017 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | +50.0% |
Q4 2016 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $9,000 | -25.0% | 210 | -25.8% | 0.00% | -33.3% |
Q2 2016 | $12,000 | 0.0% | 283 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $12,000 | -14.3% | 283 | -15.0% | 0.00% | -25.0% |
Q4 2015 | $14,000 | +7.7% | 333 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $13,000 | -13.3% | 333 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $15,000 | +7.1% | 333 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $14,000 | -6.7% | 333 | 0.0% | 0.00% | +33.3% |
Q4 2014 | $15,000 | +7.1% | 333 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $14,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $14,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $14,000 | +7.7% | 333 | 0.0% | 0.00% | +50.0% |
Q4 2013 | $13,000 | +8.3% | 333 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $12,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $12,000 | – | 333 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |