ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $232,000 | +13.2% | 4,015 | 0.0% | 0.04% | -11.9% |
| Q3 2020 | $205,000 | -3.3% | 4,015 | -16.4% | 0.04% | -16.0% |
| Q1 2020 | $212,000 | -22.6% | 4,805 | -4.0% | 0.05% | -12.3% |
| Q3 2019 | $274,000 | -14.1% | 5,005 | -15.2% | 0.06% | -9.5% |
| Q2 2019 | $319,000 | -31.7% | 5,905 | -33.5% | 0.06% | -19.2% |
| Q1 2019 | $467,000 | +10.1% | 8,880 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $424,000 | -49.9% | 8,880 | -43.9% | 0.08% | -35.0% |
| Q3 2018 | $846,000 | +2.4% | 15,830 | -2.5% | 0.12% | +0.8% |
| Q2 2018 | $826,000 | -68.2% | 16,240 | -69.9% | 0.12% | -39.3% |
| Q1 2018 | $2,600,000 | +111.6% | 53,878 | +129.8% | 0.20% | +16.0% |
| Q4 2017 | $1,229,000 | -7.5% | 23,442 | -11.9% | 0.17% | -11.1% |
| Q3 2017 | $1,329,000 | -2.8% | 26,608 | -4.8% | 0.19% | -7.3% |
| Q2 2017 | $1,367,000 | -11.5% | 27,963 | -12.7% | 0.20% | -19.0% |
| Q1 2017 | $1,544,000 | -4.6% | 32,043 | -7.0% | 0.25% | -3.1% |
| Q4 2016 | $1,619,000 | -47.4% | 34,438 | -50.6% | 0.26% | -1.5% |
| Q3 2016 | $3,078,000 | +57.9% | 69,658 | +55.0% | 0.26% | -27.4% |
| Q2 2016 | $1,949,000 | -50.7% | 44,945 | -52.6% | 0.36% | -2.4% |
| Q1 2016 | $3,952,000 | +88.9% | 94,890 | +89.3% | 0.37% | +7.2% |
| Q4 2015 | $2,092,000 | – | 50,135 | – | 0.35% | – |
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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% |