ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 61 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $32,952 | -6.6% | 571 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,276 | -11.3% | 571 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,770 | -0.6% | 571 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,010 | +6.0% | 571 | -0.7% | 0.00% | 0.0% |
| Q3 2021 | $37,749 | -1.2% | 575 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,203 | +7390.8% | 575 | +7087.5% | 0.00% | – |
| Q1 2021 | $510 | +10.2% | 8 | 0.0% | 0.00% | – |
| Q4 2020 | $463 | +13.2% | 8 | 0.0% | 0.00% | – |
| Q3 2020 | $409 | +4.6% | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $391 | +10.8% | 8 | 0.0% | 0.00% | – |
| Q1 2020 | $353 | -99.5% | 8 | -99.3% | 0.00% | -100.0% |
| Q4 2019 | $70,680 | +6.8% | 1,208 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $66,170 | +15217.1% | 1,208 | +15000.0% | 0.01% | – |
| Q2 2019 | $432 | +2.9% | 8 | 0.0% | 0.00% | – |
| Q1 2019 | $420 | +9.9% | 8 | 0.0% | 0.00% | – |
| Q4 2018 | $382 | – | 8 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |