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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,377,120 | -2.9% | 21,066 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $1,417,963 | +109058.0% | 21,025 | +5.3% | 0.01% | -16.7% |
| Q1 2023 | $1,299 | +1.2% | 19,959 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $1,283 | -99.9% | 19,749 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $1,151,000 | -5.2% | 19,955 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $1,214,000 | -11.3% | 19,657 | +0.0% | 0.01% | -14.3% |
| Q1 2022 | $1,368,000 | -0.4% | 19,648 | +0.2% | 0.01% | +16.7% |
| Q4 2021 | $1,374,000 | +6.8% | 19,609 | +0.1% | 0.01% | -14.3% |
| Q3 2021 | $1,286,000 | +1.4% | 19,598 | +2.6% | 0.01% | 0.0% |
| Q2 2021 | $1,268,000 | +1096.2% | 19,098 | +1042.9% | 0.01% | +600.0% |
| Q1 2021 | $106,000 | +10.4% | 1,671 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $96,000 | +14.3% | 1,664 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $84,000 | +5.0% | 1,655 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $80,000 | +11.1% | 1,645 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $72,000 | +94.6% | 1,635 | +162.0% | 0.00% | – |
| Q4 2019 | $37,000 | +8.8% | 624 | +1.0% | 0.00% | – |
| Q3 2019 | $34,000 | +3.0% | 618 | +0.7% | 0.00% | – |
| Q2 2019 | $33,000 | +3.1% | 614 | +0.7% | 0.00% | – |
| Q1 2019 | $32,000 | – | 610 | – | 0.00% | – |
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% |