ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,685 | -3.1% | 500 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $33,720 | +3.2% | 500 | -0.4% | 0.02% | -4.8% |
Q1 2023 | $32,683 | +0.2% | 502 | 0.0% | 0.02% | -12.5% |
Q4 2022 | $32,618 | +12.5% | 502 | 0.0% | 0.02% | +14.3% |
Q3 2022 | $29,000 | -6.5% | 502 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $31,000 | -11.4% | 502 | +0.4% | 0.02% | +4.8% |
Q1 2022 | $35,000 | 0.0% | 500 | 0.0% | 0.02% | +10.5% |
Q4 2021 | $35,000 | +6.1% | 500 | 0.0% | 0.02% | -5.0% |
Q3 2021 | $33,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $33,000 | +3.1% | 500 | 0.0% | 0.02% | -4.8% |
Q1 2021 | $32,000 | +23.1% | 500 | +10.1% | 0.02% | +10.5% |
Q4 2020 | $26,000 | +13.0% | 454 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $23,000 | – | 454 | – | 0.02% | – |
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% |