ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 28 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,898 | -59.9% | 5,169 | -58.7% | 0.00% | – |
| Q2 2023 | $843,540 | +164.2% | 12,508 | +154.5% | 0.00% | – |
| Q4 2022 | $319,263 | +34.7% | 4,914 | +19.4% | 0.00% | – |
| Q3 2022 | $237,000 | -68.0% | 4,114 | -69.6% | 0.00% | -100.0% |
| Q3 2019 | $741,000 | -24.1% | 13,535 | -25.1% | 0.00% | -50.0% |
| Q2 2019 | $976,000 | +36.3% | 18,059 | +20.6% | 0.00% | 0.0% |
| Q4 2018 | $716,000 | -47.5% | 14,978 | -41.3% | 0.00% | -33.3% |
| Q3 2018 | $1,363,000 | +41.8% | 25,501 | +35.0% | 0.00% | +50.0% |
| Q2 2018 | $961,000 | -44.7% | 18,888 | -45.7% | 0.00% | -66.7% |
| Q3 2017 | $1,737,000 | +432.8% | 34,762 | +414.3% | 0.01% | +500.0% |
| Q1 2017 | $326,000 | +45.5% | 6,759 | +17.7% | 0.00% | 0.0% |
| Q3 2015 | $224,000 | -23.8% | 5,741 | -14.7% | 0.00% | -50.0% |
| Q2 2015 | $294,000 | -38.6% | 6,729 | -42.6% | 0.00% | -60.0% |
| Q1 2014 | $479,000 | – | 11,719 | – | 0.01% | – |
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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% |