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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $146 | -6.4% | 1,952 | -4.2% | 0.00% | 0.0% |
| Q1 2024 | $156 | +7.6% | 2,038 | -1.2% | 0.00% | 0.0% |
| Q4 2023 | $145 | +7.4% | 2,063 | 0.0% | 0.00% | 0.0% |
| 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 Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |