ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 40 filers reported holding ISHARES TR in Q2 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 | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |