ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,369,688 | -9.6% | 20,952 | -6.8% | 0.11% | -8.9% |
| Q2 2023 | $1,515,490 | +29.4% | 22,471 | +24.9% | 0.12% | +21.6% |
| Q1 2023 | $1,171,059 | +60388.6% | 17,988 | -39.6% | 0.10% | -42.4% |
| Q4 2022 | $1,936 | -99.8% | 29,794 | +59.1% | 0.18% | +59.5% |
| Q3 2022 | $1,081,000 | -3.8% | 18,731 | +3.0% | 0.11% | +1.8% |
| Q2 2022 | $1,124,000 | +23.9% | 18,192 | +39.7% | 0.11% | +36.2% |
| Q1 2022 | $907,000 | +1.8% | 13,023 | +2.4% | 0.08% | 0.0% |
| Q4 2021 | $891,000 | +2.5% | 12,714 | -4.0% | 0.08% | -7.0% |
| Q3 2021 | $869,000 | -2.0% | 13,240 | -0.9% | 0.09% | -2.3% |
| Q2 2021 | $887,000 | -2.4% | 13,357 | -6.4% | 0.09% | -8.3% |
| Q1 2021 | $909,000 | -0.8% | 14,267 | -9.8% | 0.10% | -7.7% |
| Q4 2020 | $916,000 | +4.4% | 15,823 | -7.8% | 0.10% | -1.0% |
| Q3 2020 | $877,000 | -27.3% | 17,164 | -30.5% | 0.10% | -25.5% |
| Q2 2020 | $1,206,000 | +27.5% | 24,690 | +15.1% | 0.14% | +12.8% |
| Q1 2020 | $946,000 | +72.6% | 21,450 | +129.0% | 0.12% | +86.6% |
| Q4 2019 | $548,000 | +5.8% | 9,368 | -1.0% | 0.07% | -1.5% |
| Q3 2019 | $518,000 | +27.6% | 9,465 | +27.7% | 0.07% | +28.3% |
| Q2 2019 | $406,000 | +2.3% | 7,411 | +0.7% | 0.05% | 0.0% |
| Q1 2019 | $397,000 | +2.6% | 7,363 | -4.0% | 0.05% | -5.4% |
| Q4 2018 | $387,000 | – | 7,672 | – | 0.06% | – |
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% |