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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,068 | +7.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $26,148 | -3.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,976 | +3.6% | 400 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $26,040 | +0.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,988 | +12.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,084 | -6.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,712 | -11.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $27,860 | -0.6% | 400 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $28,028 | +6.7% | 400 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $26,260 | -1.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,576 | +4.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,477 | +10.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,160 | +13.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,428 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |