SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$16,000
-91.1%
247
-93.0%
0.00%
-97.5%
Q2 2018$180,000
+1.1%
3,5370.0%0.08%
-14.1%
Q1 2018$178,000
-50.7%
3,537
-48.6%
0.09%
-41.4%
Q4 2017$361,000
+4.9%
6,8870.0%0.16%
-4.8%
Q3 2017$344,000
-19.6%
6,887
-21.4%
0.16%
-19.5%
Q2 2017$428,000
-23.2%
8,757
-24.3%
0.20%
-23.5%
Q1 2017$557,000
-91.9%
11,567
-92.1%
0.27%
-92.2%
Q4 2016$6,890,000146,6053.45%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,392,944$253,517,0008.32%
Mason & Associates Inc 382,817$22,092,0007.82%
Compton Wealth Advisory Group, LLC 180,256$10,403,0004.42%
Horst & Graben Wealth Management LLC 245,534$14,170,0004.02%
Strategic Equity Management 131,934$7,614,0003.15%
TIAA, FSB 7,564,695$436,559,0001.87%
Peterson Financial Group, Inc. 22,739$1,312,0001.10%
Global Wealth Management Investment Advisory, Inc. 52,219$3,014,0001.07%
9258 Wealth Management, LLC 68,182$3,935,0001.01%
BRYN MAWR TRUST Co 338,429$19,531,0000.95%
View complete list of ISHARES TR shareholders