ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 25 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $498,000 | +2.7% | 10,347 | +0.3% | 0.01% | +16.7% |
| Q4 2016 | $485,000 | -41.6% | 10,317 | -45.2% | 0.01% | -40.0% |
| Q3 2016 | $831,000 | +35.6% | 18,815 | +33.2% | 0.02% | +53.8% |
| Q2 2016 | $613,000 | +9.1% | 14,130 | -1.8% | 0.01% | +44.4% |
| Q3 2015 | $562,000 | +152.0% | 14,393 | +187.9% | 0.01% | +125.0% |
| Q4 2014 | $223,000 | – | 4,999 | – | 0.00% | – |
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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% |