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 | $2,305,274 | -10.7% | 35,265 | -7.9% | 0.65% | -8.9% |
| Q2 2023 | $2,582,818 | +0.1% | 38,298 | -3.3% | 0.71% | -8.8% |
| Q1 2023 | $2,579,089 | -9.4% | 39,617 | -9.5% | 0.78% | -16.1% |
| Q4 2022 | $2,845,403 | -5.6% | 43,796 | -16.1% | 0.93% | -13.8% |
| Q3 2022 | $3,014,000 | -14.4% | 52,219 | -8.4% | 1.07% | -9.5% |
| Q2 2022 | $3,521,000 | -44.3% | 56,999 | -37.2% | 1.19% | -37.0% |
| Q1 2022 | $6,323,000 | -15.2% | 90,779 | -14.7% | 1.88% | -16.0% |
| Q4 2021 | $7,453,000 | -3.3% | 106,367 | -9.4% | 2.24% | -8.1% |
| Q3 2021 | $7,706,000 | -16.7% | 117,380 | -15.7% | 2.44% | -20.7% |
| Q2 2021 | $9,246,000 | +1.4% | 139,167 | -2.8% | 3.08% | -6.4% |
| Q1 2021 | $9,118,000 | +9.0% | 143,160 | -0.9% | 3.29% | +1.4% |
| Q4 2020 | $8,365,000 | +9.6% | 144,469 | -3.3% | 3.24% | -1.8% |
| Q3 2020 | $7,629,000 | +21.1% | 149,389 | +15.8% | 3.30% | +22.7% |
| Q2 2020 | $6,299,000 | +17.0% | 128,993 | +5.7% | 2.69% | -0.9% |
| Q1 2020 | $5,384,000 | -21.6% | 122,049 | +4.0% | 2.72% | -6.5% |
| Q4 2019 | $6,869,000 | +1.6% | 117,395 | -4.9% | 2.90% | -6.1% |
| Q3 2019 | $6,764,000 | +2.5% | 123,488 | +1.1% | 3.09% | -3.1% |
| Q2 2019 | $6,598,000 | +6.9% | 122,092 | +4.0% | 3.19% | -0.3% |
| Q1 2019 | $6,171,000 | +15.0% | 117,411 | +4.5% | 3.20% | +2.6% |
| Q4 2018 | $5,368,000 | – | 112,309 | – | 3.12% | – |
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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% |