ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 78 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,409 | -3.1% | 7,701 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $519,353 | -6.7% | 7,701 | -9.9% | 0.02% | -13.0% |
| Q1 2023 | $556,668 | -73.9% | 8,551 | -74.0% | 0.02% | -78.5% |
| Q4 2022 | $2,133,160 | +788.8% | 32,833 | +691.0% | 0.11% | +723.1% |
| Q3 2022 | $240,000 | -6.2% | 4,151 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $256,000 | -12.3% | 4,151 | -1.1% | 0.01% | +8.3% |
| Q1 2022 | $292,000 | -0.7% | 4,199 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $294,000 | +2.8% | 4,199 | -3.7% | 0.01% | -7.1% |
| Q3 2021 | $286,000 | -23.5% | 4,360 | -22.5% | 0.01% | -26.3% |
| Q2 2021 | $374,000 | +9.7% | 5,626 | +5.0% | 0.02% | -5.0% |
| Q1 2021 | $341,000 | +2.4% | 5,360 | -6.9% | 0.02% | -13.0% |
| Q4 2020 | $333,000 | +13.3% | 5,756 | 0.0% | 0.02% | -79.5% |
| Q3 2020 | $294,000 | -2.3% | 5,756 | -6.5% | 0.11% | +314.8% |
| Q2 2020 | $301,000 | -24.6% | 6,156 | -32.0% | 0.03% | -35.7% |
| Q1 2020 | $399,000 | +10.8% | 9,056 | +47.1% | 0.04% | +50.0% |
| Q4 2019 | $360,000 | +6.8% | 6,156 | 0.0% | 0.03% | -20.0% |
| Q3 2019 | $337,000 | -0.6% | 6,156 | 0.0% | 0.04% | -7.9% |
| Q2 2019 | $339,000 | +21.5% | 6,156 | +6.9% | 0.04% | -32.1% |
| Q4 2018 | $279,000 | -10.3% | 5,760 | 0.0% | 0.06% | -3.4% |
| Q3 2018 | $311,000 | -29.6% | 5,760 | -34.1% | 0.06% | -3.3% |
| Q2 2018 | $442,000 | 0.0% | 8,737 | 0.0% | 0.06% | -3.2% |
| Q1 2018 | $442,000 | -19.3% | 8,737 | -15.3% | 0.06% | -26.2% |
| Q4 2017 | $548,000 | +3.6% | 10,320 | -1.6% | 0.08% | +5.0% |
| Q3 2017 | $529,000 | +4.1% | 10,483 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $508,000 | – | 10,483 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |