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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,499 | -3.1% | 5,836 | 0.0% | 0.12% | +2.7% |
| Q2 2023 | $393,580 | +3.6% | 5,836 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $379,924 | +0.2% | 5,836 | 0.0% | 0.12% | -6.5% |
| Q4 2022 | $379,165 | +12.5% | 5,836 | 0.0% | 0.12% | +8.8% |
| Q3 2022 | $337,000 | -6.6% | 5,836 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $361,000 | -11.1% | 5,836 | 0.0% | 0.12% | +1.8% |
| Q1 2022 | $406,000 | -0.5% | 5,836 | 0.0% | 0.11% | +2.7% |
| Q4 2021 | $408,000 | +6.5% | 5,836 | 0.0% | 0.11% | -1.8% |
| Q3 2021 | $383,000 | -1.0% | 5,836 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $387,000 | +4.3% | 5,836 | 0.0% | 0.11% | -3.4% |
| Q1 2021 | $371,000 | -19.7% | 5,836 | -26.8% | 0.12% | -22.9% |
| Q4 2020 | $462,000 | +11.3% | 7,976 | 0.0% | 0.15% | +2.0% |
| Q3 2020 | $415,000 | -5.0% | 7,976 | -10.8% | 0.15% | -11.8% |
| Q2 2020 | $437,000 | +10.9% | 8,939 | 0.0% | 0.17% | -1.2% |
| Q1 2020 | $394,000 | -24.7% | 8,939 | 0.0% | 0.17% | -14.9% |
| Q4 2019 | $523,000 | +7.0% | 8,939 | 0.0% | 0.20% | -0.5% |
| Q3 2019 | $489,000 | 0.0% | 8,939 | 0.0% | 0.20% | -2.4% |
| Q2 2019 | $489,000 | +2.9% | 8,939 | 0.0% | 0.21% | -3.3% |
| Q1 2019 | $475,000 | +11.2% | 8,939 | 0.0% | 0.22% | +0.9% |
| Q4 2018 | $427,000 | -11.4% | 8,939 | 0.0% | 0.21% | -4.1% |
| Q3 2018 | $482,000 | +6.9% | 8,939 | 0.0% | 0.22% | +0.5% |
| Q2 2018 | $451,000 | +0.2% | 8,939 | 0.0% | 0.22% | -4.3% |
| Q1 2018 | $450,000 | -8.5% | 8,939 | 0.0% | 0.23% | -6.5% |
| Q4 2017 | $492,000 | +10.3% | 8,939 | 0.0% | 0.25% | -7.5% |
| Q3 2017 | $446,000 | +100.0% | 8,939 | +95.6% | 0.27% | +78.0% |
| Q2 2017 | $223,000 | – | 4,569 | – | 0.15% | – |
Download | ||||||
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% |