ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 41 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $525,233 | -1.0% | 7,903 | -2.2% | 0.32% | -4.5% |
| Q1 2023 | $530,790 | +1.6% | 8,079 | +2.9% | 0.33% | -2.6% |
| Q4 2022 | $522,406 | +30.9% | 7,851 | +15.2% | 0.34% | +20.4% |
| Q3 2022 | $399,000 | -4.1% | 6,818 | +1.9% | 0.28% | -2.7% |
| Q2 2022 | $416,000 | -9.4% | 6,688 | +1.6% | 0.29% | +2.4% |
| Q1 2022 | $459,000 | +4.8% | 6,581 | +7.5% | 0.29% | +13.5% |
| Q4 2021 | $438,000 | +3881.8% | 6,121 | +2814.8% | 0.25% | +3050.0% |
| Q1 2019 | $11,000 | +10.0% | 210 | 0.0% | 0.01% | -50.0% |
| Q4 2018 | $10,000 | -9.1% | 210 | 0.0% | 0.02% | +128.6% |
| Q3 2018 | $11,000 | 0.0% | 210 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $11,000 | – | 210 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 326,216 | $21,194,265 | 11.18% |
| FIRST CITIZENS BANK & TRUST CO | 4,101,477 | $266,473 | 8.07% |
| Arcadia Wealth Management, LLC | 140,249 | $9,111,971 | 8.00% |
| Simplicity Wealth,LLC | 138,276 | $8,983,809 | 7.93% |
| Mason & Associates Inc | 374,523 | $24,332,759 | 7.77% |
| Compton Wealth Advisory Group, LLC | 186,840 | $12,138,977 | 4.73% |
| Horst & Graben Wealth Management LLC | 237,735 | $15,446,000 | 4.04% |
| Strategic Equity Management | 127,073 | $8,255,978 | 3.17% |
| Peterson Financial Group, Inc. | 20,877 | $1,356,379 | 1.94% |
| TIAA, FSB | 7,363,799 | $478,426,021 | 1.88% |