ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $219,000 | -0.5% | 3,140 | +0.2% | 0.14% | +2.1% |
| Q4 2021 | $220,000 | +7.8% | 3,134 | +0.7% | 0.14% | +6.0% |
| Q3 2021 | $204,000 | -1.0% | 3,112 | +0.3% | 0.13% | -5.7% |
| Q2 2021 | $206,000 | -12.7% | 3,102 | -28.8% | 0.14% | -21.7% |
| Q2 2019 | $236,000 | -18.1% | 4,358 | -23.6% | 0.18% | -27.1% |
| Q1 2019 | $288,000 | +5.5% | 5,704 | -0.1% | 0.25% | -4.6% |
| Q4 2018 | $273,000 | -9.3% | 5,709 | +1.3% | 0.26% | +1.6% |
| Q3 2018 | $301,000 | +3.8% | 5,634 | -1.2% | 0.26% | +2.8% |
| Q2 2018 | $290,000 | +0.7% | 5,704 | 0.0% | 0.25% | +3.8% |
| Q1 2018 | $288,000 | -11.7% | 5,704 | -8.3% | 0.24% | -2.0% |
| Q4 2017 | $326,000 | +4.2% | 6,220 | -0.6% | 0.24% | -1.2% |
| Q3 2017 | $313,000 | -0.9% | 6,256 | -3.2% | 0.25% | -8.2% |
| Q2 2017 | $316,000 | +1.6% | 6,462 | 0.0% | 0.27% | -4.6% |
| Q1 2017 | $311,000 | +3.0% | 6,462 | +0.6% | 0.28% | -5.7% |
| Q4 2016 | $302,000 | +5.6% | 6,426 | -0.6% | 0.30% | -1.0% |
| Q3 2016 | $286,000 | – | 6,466 | – | 0.30% | – |
Download | ||||||
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% |