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 | $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 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% |