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 | $258,017 | -13.5% | 3,947 | -10.7% | 0.00% | – |
Q2 2023 | $298,154 | -47.5% | 4,421 | -49.3% | 0.00% | – |
Q1 2023 | $568,094 | +106.8% | 8,726 | +106.4% | 0.00% | – |
Q4 2022 | $274,644 | +6.5% | 4,227 | -5.6% | 0.00% | – |
Q3 2022 | $258,000 | -15.1% | 4,476 | -8.9% | 0.00% | – |
Q2 2022 | $304,000 | -8.4% | 4,913 | +3.1% | 0.00% | – |
Q1 2022 | $332,000 | -3.8% | 4,764 | -3.4% | 0.00% | – |
Q4 2021 | $345,000 | +42.0% | 4,930 | +33.2% | 0.00% | – |
Q3 2021 | $243,000 | +43.8% | 3,702 | +45.3% | 0.00% | – |
Q2 2021 | $169,000 | +22.5% | 2,548 | +17.4% | 0.00% | – |
Q1 2021 | $138,000 | +8.7% | 2,171 | -1.1% | 0.00% | – |
Q4 2020 | $127,000 | +13.4% | 2,196 | +0.3% | 0.00% | – |
Q3 2020 | $112,000 | -6.7% | 2,189 | -10.8% | 0.00% | – |
Q2 2020 | $120,000 | +6.2% | 2,455 | -4.3% | 0.00% | – |
Q1 2020 | $113,000 | -58.6% | 2,565 | -45.1% | 0.00% | – |
Q4 2019 | $273,000 | +28.2% | 4,676 | +20.1% | 0.00% | – |
Q3 2019 | $213,000 | -2.3% | 3,892 | -3.7% | 0.00% | – |
Q2 2019 | $218,000 | -17.1% | 4,043 | -19.6% | 0.00% | – |
Q1 2019 | $263,000 | +43.7% | 5,028 | +31.0% | 0.00% | – |
Q4 2018 | $183,000 | -11.2% | 3,838 | +0.0% | 0.00% | – |
Q3 2018 | $206,000 | 0.0% | 3,837 | -2.1% | 0.00% | – |
Q4 2017 | $206,000 | – | 3,920 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |