ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 42 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,723 | -3.1% | 15,278 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,030,348 | +287.0% | 15,278 | +273.5% | 0.00% | – |
| Q1 2023 | $266,259 | +5.4% | 4,090 | +5.2% | 0.00% | – |
| Q4 2022 | $252,538 | +12.7% | 3,887 | 0.0% | 0.00% | – |
| Q3 2022 | $224,000 | -8.9% | 3,887 | -2.2% | 0.00% | – |
| Q2 2022 | $246,000 | +57.7% | 3,975 | +77.1% | 0.00% | – |
| Q1 2022 | $156,000 | -0.6% | 2,244 | 0.0% | 0.00% | – |
| Q4 2021 | $157,000 | 0.0% | 2,244 | -6.1% | 0.00% | – |
| Q3 2021 | $157,000 | -1.3% | 2,389 | 0.0% | 0.00% | – |
| Q2 2021 | $159,000 | +189.1% | 2,389 | +177.1% | 0.00% | – |
| Q1 2021 | $55,000 | +10.0% | 862 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +13.6% | 862 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | +4.8% | 862 | 0.0% | 0.00% | – |
| Q2 2020 | $42,000 | +10.5% | 862 | 0.0% | 0.00% | – |
| Q1 2020 | $38,000 | -86.4% | 862 | -82.0% | 0.00% | – |
| Q4 2019 | $280,000 | +6.5% | 4,794 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | +65.4% | 4,794 | +64.0% | 0.00% | – |
| Q2 2019 | $159,000 | +3.9% | 2,924 | 0.0% | 0.00% | – |
| Q1 2019 | $153,000 | +10.1% | 2,924 | 0.0% | 0.00% | – |
| Q4 2018 | $139,000 | +202.2% | 2,924 | +239.2% | 0.00% | – |
| Q3 2018 | $46,000 | +4.5% | 862 | 0.0% | 0.00% | – |
| Q2 2018 | $44,000 | +2.3% | 862 | 0.0% | 0.00% | – |
| Q1 2018 | $43,000 | -4.4% | 862 | 0.0% | 0.00% | – |
| Q4 2017 | $45,000 | +4.7% | 862 | 0.0% | 0.00% | – |
| Q3 2017 | $43,000 | +975.0% | 862 | +914.1% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | – | 85 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |