ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 59 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,821,812 | -0.3% | 27,869 | +2.9% | 0.01% | -15.4% |
| Q2 2023 | $1,827,113 | +94.1% | 27,092 | +87.4% | 0.01% | +85.7% |
| Q1 2023 | $941,188 | -0.1% | 14,458 | -0.3% | 0.01% | -12.5% |
| Q4 2022 | $942,003 | +20.2% | 14,499 | +6.7% | 0.01% | -20.0% |
| Q3 2022 | $784,000 | -17.2% | 13,594 | -11.3% | 0.01% | -16.7% |
| Q2 2022 | $947,000 | -39.7% | 15,322 | -32.0% | 0.01% | -36.8% |
| Q1 2022 | $1,570,000 | -8.5% | 22,546 | -7.9% | 0.02% | -9.5% |
| Q4 2021 | $1,716,000 | +25.8% | 24,487 | +17.9% | 0.02% | +16.7% |
| Q3 2021 | $1,364,000 | +3.6% | 20,772 | +4.8% | 0.02% | -5.3% |
| Q2 2021 | $1,317,000 | -59.7% | 19,817 | -61.3% | 0.02% | -72.5% |
| Q1 2021 | $3,265,000 | +2.7% | 51,266 | -6.6% | 0.07% | -6.8% |
| Q4 2020 | $3,178,000 | +32.6% | 54,890 | +17.0% | 0.07% | +19.4% |
| Q3 2020 | $2,397,000 | +17.4% | 46,928 | +12.2% | 0.06% | +14.8% |
| Q2 2020 | $2,042,000 | +41.3% | 41,821 | +27.7% | 0.05% | +12.5% |
| Q1 2020 | $1,445,000 | +31.4% | 32,761 | +74.0% | 0.05% | +65.5% |
| Q4 2019 | $1,100,000 | +17.9% | 18,823 | +10.9% | 0.03% | +3.6% |
| Q3 2019 | $933,000 | +10.3% | 16,972 | +8.4% | 0.03% | +7.7% |
| Q2 2019 | $846,000 | -1.3% | 15,663 | -3.7% | 0.03% | -7.1% |
| Q1 2019 | $857,000 | +140.7% | 16,260 | +118.5% | 0.03% | +100.0% |
| Q4 2018 | $356,000 | – | 7,442 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 326,216 | $21,194,265 | 11.18% |
| FIRST CITIZENS BANK & TRUST CO | 4,101,477 | $266,473 | 8.07% |
| Arcadia Wealth Management, LLC | 140,249 | $9,111,971 | 8.00% |
| Simplicity Wealth,LLC | 138,276 | $8,983,809 | 7.93% |
| Mason & Associates Inc | 374,523 | $24,332,759 | 7.77% |
| Compton Wealth Advisory Group, LLC | 186,840 | $12,138,977 | 4.73% |
| Horst & Graben Wealth Management LLC | 237,735 | $15,446,000 | 4.04% |
| Strategic Equity Management | 127,073 | $8,255,978 | 3.17% |
| Peterson Financial Group, Inc. | 20,877 | $1,356,379 | 1.94% |
| TIAA, FSB | 7,363,799 | $478,426,021 | 1.88% |