ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 42 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $251,000 | -40.9% | 4,282 | -44.7% | 0.00% | -33.3% |
| Q3 2019 | $425,000 | +84.0% | 7,744 | +80.9% | 0.00% | +50.0% |
| Q2 2019 | $231,000 | +3.1% | 4,282 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $224,000 | -13.5% | 4,262 | -21.3% | 0.00% | -33.3% |
| Q4 2018 | $259,000 | +18.3% | 5,418 | +32.3% | 0.00% | +50.0% |
| Q3 2018 | $219,000 | +4.8% | 4,095 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $209,000 | +1.5% | 4,095 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $206,000 | +16.4% | 4,095 | +21.4% | 0.00% | +50.0% |
| Q4 2017 | $177,000 | +608.0% | 3,373 | +561.4% | 0.00% | – |
| Q3 2017 | $25,000 | +150.0% | 510 | +144.0% | 0.00% | – |
| Q2 2017 | $10,000 | -83.6% | 209 | -83.5% | 0.00% | -100.0% |
| Q1 2017 | $61,000 | +3.4% | 1,264 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $59,000 | +490.0% | 1,264 | +464.3% | 0.00% | – |
| Q3 2016 | $10,000 | 0.0% | 224 | -6.3% | 0.00% | – |
| Q2 2016 | $10,000 | – | 239 | – | 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% |