ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 52 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,142 | -19.4% | 63,363 | -16.9% | 0.02% | -17.9% |
| Q2 2023 | $5,142 | -8.0% | 76,247 | -11.2% | 0.03% | -30.0% |
| Q1 2023 | $5,588 | -55.7% | 85,831 | -55.8% | 0.04% | -51.8% |
| Q4 2022 | $12,624 | -99.9% | 194,301 | -17.9% | 0.08% | -20.2% |
| Q3 2022 | $13,656,000 | -4.4% | 236,630 | +2.3% | 0.10% | -4.6% |
| Q2 2022 | $14,284,000 | -2.7% | 231,204 | +9.7% | 0.11% | +4.8% |
| Q1 2022 | $14,675,000 | -0.1% | 210,699 | +0.5% | 0.10% | -1.9% |
| Q4 2021 | $14,697,000 | +13.7% | 209,750 | +6.6% | 0.11% | +2.9% |
| Q3 2021 | $12,923,000 | +14.5% | 196,851 | +15.9% | 0.10% | +8.4% |
| Q2 2021 | $11,288,000 | +9.2% | 169,890 | +4.7% | 0.10% | -4.0% |
| Q1 2021 | $10,334,000 | +34.5% | 162,239 | +22.2% | 0.10% | +20.7% |
| Q4 2020 | $7,684,000 | +30.6% | 132,720 | +15.2% | 0.08% | +10.8% |
| Q3 2020 | $5,883,000 | +7.9% | 115,191 | +3.1% | 0.07% | +1.4% |
| Q2 2020 | $5,454,000 | +31.0% | 111,697 | +18.3% | 0.07% | +1.4% |
| Q1 2020 | $4,164,000 | +32.5% | 94,396 | +75.8% | 0.07% | +60.0% |
| Q4 2019 | $3,142,000 | +39.1% | 53,698 | +30.2% | 0.04% | +25.0% |
| Q3 2019 | $2,259,000 | +12.8% | 41,233 | +11.2% | 0.04% | +24.1% |
| Q2 2019 | $2,003,000 | +55.4% | 37,069 | +51.1% | 0.03% | +45.0% |
| Q1 2019 | $1,289,000 | +494.0% | 24,531 | +505.6% | 0.02% | +400.0% |
| Q3 2018 | $217,000 | – | 4,051 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |