ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 70 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,043 | -10.9% | 10,250 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $751,956 | -0.4% | 11,150 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $755,160 | -46.9% | 11,600 | -41.5% | 0.00% | 0.0% |
| Q4 2022 | $1,422,993 | +112.7% | 19,838 | +71.0% | 0.00% | 0.0% |
| Q3 2022 | $669,000 | -6.7% | 11,600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $717,000 | -11.2% | 11,600 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $807,000 | -5.3% | 11,600 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $852,000 | +1.1% | 12,150 | -5.4% | 0.00% | 0.0% |
| Q3 2021 | $843,000 | -1.3% | 12,850 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $854,000 | +4.3% | 12,850 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $819,000 | -1.0% | 12,868 | -10.0% | 0.00% | 0.0% |
| Q4 2020 | $827,000 | +13.1% | 14,295 | -0.2% | 0.00% | 0.0% |
| Q3 2020 | $731,000 | -39.4% | 14,321 | -42.0% | 0.00% | -33.3% |
| Q2 2020 | $1,207,000 | -3.8% | 24,706 | -13.2% | 0.01% | -14.3% |
| Q1 2020 | $1,255,000 | -44.0% | 28,479 | -30.4% | 0.01% | -36.4% |
| Q3 2019 | $2,240,000 | -1.4% | 40,907 | -2.7% | 0.01% | -8.3% |
| Q2 2019 | $2,272,000 | +2.8% | 42,052 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $2,210,000 | +10.0% | 42,052 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,010,000 | +7.0% | 42,052 | +19.7% | 0.01% | +33.3% |
| Q3 2018 | $1,879,000 | +5.0% | 35,143 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $1,789,000 | +0.9% | 35,143 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,773,000 | -3.6% | 35,143 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $1,840,000 | +4.9% | 35,106 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,754,000 | +0.6% | 35,106 | -1.6% | 0.01% | 0.0% |
| Q2 2017 | $1,744,000 | +22.8% | 35,681 | +21.0% | 0.01% | +11.1% |
| Q1 2017 | $1,420,000 | +16.2% | 29,481 | +13.4% | 0.01% | +12.5% |
| Q4 2016 | $1,222,000 | +6.0% | 26,006 | -0.4% | 0.01% | +14.3% |
| Q3 2016 | $1,153,000 | -32.0% | 26,115 | -33.2% | 0.01% | -36.4% |
| Q2 2016 | $1,696,000 | -91.7% | 39,119 | -92.0% | 0.01% | -92.1% |
| Q1 2016 | $20,472,000 | -3.0% | 491,540 | -2.8% | 0.14% | -0.7% |
| Q4 2015 | $21,095,000 | +5.2% | 505,646 | -1.5% | 0.14% | +2.2% |
| Q3 2015 | $20,048,000 | -20.2% | 513,128 | -10.8% | 0.14% | -9.9% |
| Q2 2015 | $25,136,000 | +0.8% | 575,528 | -0.3% | 0.15% | -2.6% |
| Q1 2015 | $24,946,000 | -4.8% | 577,505 | -2.0% | 0.16% | -4.9% |
| Q4 2014 | $26,211,000 | +2793.0% | 589,047 | +2678.5% | 0.16% | +2633.3% |
| Q3 2014 | $906,000 | – | 21,200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
| Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
| Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
| Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
| Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
| Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
| Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
| TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
| AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |