ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 40 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135 | -2.9% | 2,063 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $139 | +3.7% | 2,063 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $134 | +16.5% | 2,063 | +16.9% | 0.00% | 0.0% |
| Q4 2022 | $115 | -99.9% | 1,765 | -21.9% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | -73.9% | 2,261 | -72.0% | 0.00% | -75.0% |
| Q2 2022 | $498,000 | +209.3% | 8,061 | +249.0% | 0.00% | +300.0% |
| Q1 2022 | $161,000 | -0.6% | 2,310 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $162,000 | +36.1% | 2,310 | +29.1% | 0.00% | 0.0% |
| Q2 2021 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $119,000 | 0.0% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $119,000 | +2875.0% | 1,789 | +1980.2% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 86 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 86 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -20.0% | 86 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | +25.0% | 86 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | +33.3% | 86 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | – | 86 | – | 0.00% | – |
Download | ||||||
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% |