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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $547,664,392 | +6.8% | 8,120,765 | +3.1% | 1.98% | +4.2% |
| Q1 2023 | $512,754,551 | +7.2% | 7,876,414 | +7.0% | 1.90% | +1.1% |
| Q4 2022 | $478,426,021 | +9.6% | 7,363,799 | -2.7% | 1.88% | +0.5% |
| Q3 2022 | $436,559,000 | -2.5% | 7,564,695 | +4.4% | 1.87% | +6.1% |
| Q2 2022 | $447,683,000 | +40.0% | 7,246,403 | +57.4% | 1.76% | +59.0% |
| Q1 2022 | $319,857,000 | +10.3% | 4,602,991 | +10.9% | 1.11% | +16.5% |
| Q4 2021 | $289,942,000 | +8.8% | 4,148,716 | +2.2% | 0.95% | +2.9% |
| Q3 2021 | $266,540,000 | +13.1% | 4,060,015 | +14.4% | 0.93% | +14.5% |
| Q2 2021 | $235,755,000 | +0.3% | 3,548,396 | -3.9% | 0.81% | -3.8% |
| Q1 2021 | $235,073,000 | +103.3% | 3,690,674 | +84.8% | 0.84% | +93.8% |
| Q4 2020 | $115,645,000 | +15.5% | 1,997,321 | +1.9% | 0.43% | -2.9% |
| Q3 2020 | $100,093,000 | +7.2% | 1,959,930 | +2.5% | 0.45% | +0.4% |
| Q2 2020 | $93,385,000 | +63.8% | 1,912,448 | +47.9% | 0.44% | +35.3% |
| Q1 2020 | $57,019,000 | +87.5% | 1,292,654 | +148.8% | 0.33% | +125.3% |
| Q4 2019 | $30,403,000 | +11.8% | 519,615 | +4.7% | 0.15% | +3.5% |
| Q3 2019 | $27,185,000 | +12.0% | 496,281 | +10.5% | 0.14% | +5.2% |
| Q2 2019 | $24,278,000 | +23.5% | 449,259 | +20.1% | 0.13% | -15.2% |
| Q1 2019 | $19,666,000 | – | 374,168 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
| Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
| Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
| Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
| Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
| Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
| Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
| TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
| AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |