ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,697 | -45.3% | 439 | -43.6% | 0.00% | 0.0% |
| Q2 2023 | $52,468 | +3.6% | 778 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $50,648 | -86.5% | 778 | -86.5% | 0.00% | -91.7% |
| Q4 2022 | $374,552 | +620.3% | 5,765 | +538.4% | 0.01% | +500.0% |
| Q3 2022 | $52,000 | -7.1% | 903 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $56,000 | -11.1% | 903 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $63,000 | -42.7% | 903 | -42.6% | 0.00% | -33.3% |
| Q4 2021 | $110,000 | +46.7% | 1,572 | +37.4% | 0.00% | +50.0% |
| Q3 2021 | $75,000 | -9.6% | 1,144 | -8.6% | 0.00% | 0.0% |
| Q2 2021 | $83,000 | +43.1% | 1,252 | +37.1% | 0.00% | 0.0% |
| Q1 2021 | $58,000 | +23.4% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $47,000 | 0.0% | 913 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $47,000 | +67.9% | 913 | +61.9% | 0.00% | +100.0% |
| Q2 2020 | $28,000 | +3.7% | 564 | -9.2% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -18.2% | 621 | +10.1% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +37.5% | 564 | +28.5% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | – | 439 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
| Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
| Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
| Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
| Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
| AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
| BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
| NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
| TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |