ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 78 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,873 | -3.1% | 14,637 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $987,173 | -0.1% | 14,637 | -3.6% | 0.06% | -7.9% |
| Q1 2023 | $988,433 | +0.3% | 15,183 | +0.1% | 0.06% | -11.3% |
| Q4 2022 | $985,528 | +12.4% | 15,169 | -0.2% | 0.07% | 0.0% |
| Q3 2022 | $877,000 | -99.9% | 15,207 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $939,545,000 | +88703.9% | 15,207 | +0.1% | 0.07% | +1.4% |
| Q1 2022 | $1,058,000 | -0.5% | 15,195 | +0.1% | 0.07% | +1.4% |
| Q4 2021 | $1,063,000 | +6.9% | 15,183 | +0.2% | 0.07% | -2.8% |
| Q3 2021 | $994,000 | -1.2% | 15,153 | 0.0% | 0.07% | -12.3% |
| Q2 2021 | $1,006,000 | +3.9% | 15,153 | -0.3% | 0.08% | 0.0% |
| Q1 2021 | $968,000 | +10.0% | 15,206 | 0.0% | 0.08% | -16.5% |
| Q4 2020 | $880,000 | – | 15,206 | – | 0.10% | – |
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% |