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 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% | – |
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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% |