ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,977 | -0.7% | 229,106 | +2.5% | 0.03% | 0.0% |
| Q2 2023 | $15,080 | +2.6% | 223,609 | -0.9% | 0.03% | 0.0% |
| Q1 2023 | $14,694 | +1.6% | 225,719 | +1.4% | 0.03% | -11.4% |
| Q4 2022 | $14,465 | -99.9% | 222,653 | -2.4% | 0.04% | +2.9% |
| Q3 2022 | $13,163,000 | -0.9% | 228,093 | +6.0% | 0.03% | -2.9% |
| Q2 2022 | $13,288,000 | -10.0% | 215,091 | +1.4% | 0.04% | +2.9% |
| Q1 2022 | $14,772,000 | +1.6% | 212,095 | +2.2% | 0.03% | +3.0% |
| Q4 2021 | $14,542,000 | +40.8% | 207,541 | +32.0% | 0.03% | +26.9% |
| Q3 2021 | $10,325,000 | +2.9% | 157,281 | +4.1% | 0.03% | +4.0% |
| Q2 2021 | $10,035,000 | +4.6% | 151,052 | +0.2% | 0.02% | -7.4% |
| Q1 2021 | $9,597,000 | +9.2% | 150,678 | -0.7% | 0.03% | +3.8% |
| Q4 2020 | $8,786,000 | +20.9% | 151,756 | +6.7% | 0.03% | +4.0% |
| Q3 2020 | $7,265,000 | +5.3% | 142,261 | +0.7% | 0.02% | -3.8% |
| Q2 2020 | $6,899,000 | -1.1% | 141,299 | -10.7% | 0.03% | -18.8% |
| Q1 2020 | $6,976,000 | -20.5% | 158,165 | +5.4% | 0.03% | -3.0% |
| Q4 2019 | $8,776,000 | +6.2% | 149,991 | -0.6% | 0.03% | -5.7% |
| Q3 2019 | $8,261,000 | -0.0% | 150,829 | -1.4% | 0.04% | -2.8% |
| Q2 2019 | $8,263,000 | +11.3% | 152,923 | +8.3% | 0.04% | +5.9% |
| Q1 2019 | $7,424,000 | +11.7% | 141,261 | +1.6% | 0.03% | -2.9% |
| Q4 2018 | $6,647,000 | -8.4% | 139,075 | +2.5% | 0.04% | 0.0% |
| Q3 2018 | $7,256,000 | +5.8% | 135,730 | +0.7% | 0.04% | -2.8% |
| Q2 2018 | $6,859,000 | +7.5% | 134,770 | +6.6% | 0.04% | +2.9% |
| Q1 2018 | $6,378,000 | +2.6% | 126,449 | +6.7% | 0.04% | +2.9% |
| Q4 2017 | $6,215,000 | – | 118,554 | – | 0.03% | – |
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% |