ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 35 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,408,905 | +0.1% | 159,231 | +3.3% | 0.00% | 0.0% |
Q2 2023 | $10,395,822 | +5.4% | 154,150 | +1.8% | 0.00% | 0.0% |
Q1 2023 | $9,858,972 | +6.7% | 151,443 | +6.5% | 0.00% | 0.0% |
Q4 2022 | $9,240,814 | +54.1% | 142,232 | +36.8% | 0.00% | +50.0% |
Q3 2022 | $5,998,000 | -4.7% | 103,933 | +2.0% | 0.00% | 0.0% |
Q2 2022 | $6,292,000 | -4.6% | 101,848 | +7.5% | 0.00% | 0.0% |
Q1 2022 | $6,598,000 | +3.9% | 94,727 | +4.5% | 0.00% | 0.0% |
Q4 2021 | $6,349,000 | +9.9% | 90,611 | +3.0% | 0.00% | +100.0% |
Q3 2021 | $5,775,000 | +2.4% | 87,967 | +3.6% | 0.00% | 0.0% |
Q2 2021 | $5,640,000 | +14.9% | 84,880 | +10.1% | 0.00% | 0.0% |
Q1 2021 | $4,909,000 | +48.7% | 77,073 | +35.2% | 0.00% | 0.0% |
Q4 2020 | $3,301,000 | +26.6% | 57,007 | +11.7% | 0.00% | 0.0% |
Q3 2020 | $2,607,000 | +7.5% | 51,047 | +2.8% | 0.00% | 0.0% |
Q2 2020 | $2,424,000 | -91.2% | 49,636 | -92.0% | 0.00% | -90.0% |
Q1 2020 | $27,486,000 | -17.6% | 623,125 | +9.4% | 0.01% | +11.1% |
Q4 2019 | $33,337,000 | +2.9% | 569,771 | -3.7% | 0.01% | 0.0% |
Q3 2019 | $32,402,000 | -2.1% | 591,521 | -3.5% | 0.01% | 0.0% |
Q2 2019 | $33,112,000 | +4.1% | 612,738 | +1.3% | 0.01% | 0.0% |
Q1 2019 | $31,793,000 | +4.2% | 604,892 | -5.3% | 0.01% | -10.0% |
Q4 2018 | $30,519,000 | -3.8% | 638,493 | +7.5% | 0.01% | +11.1% |
Q3 2018 | $31,741,000 | +3.9% | 593,724 | -1.1% | 0.01% | 0.0% |
Q2 2018 | $30,544,000 | +4.8% | 600,171 | +3.9% | 0.01% | 0.0% |
Q1 2018 | $29,149,000 | -2.2% | 577,844 | +1.6% | 0.01% | 0.0% |
Q4 2017 | $29,799,000 | +5.8% | 568,469 | +0.9% | 0.01% | 0.0% |
Q3 2017 | $28,154,000 | +5.5% | 563,568 | +3.2% | 0.01% | 0.0% |
Q2 2017 | $26,696,000 | +1.9% | 546,158 | +0.4% | 0.01% | 0.0% |
Q1 2017 | $26,209,000 | +1.8% | 544,089 | -0.7% | 0.01% | 0.0% |
Q4 2016 | $25,747,000 | +3360.6% | 547,803 | +3155.3% | 0.01% | – |
Q3 2016 | $744,000 | +7.5% | 16,828 | +5.5% | 0.00% | – |
Q2 2016 | $692,000 | +41.5% | 15,957 | +35.8% | 0.00% | – |
Q1 2016 | $489,000 | +3975.0% | 11,753 | +3830.8% | 0.00% | – |
Q4 2015 | $12,000 | 0.0% | 299 | +0.3% | 0.00% | – |
Q3 2015 | $12,000 | -7.7% | 298 | -0.3% | 0.00% | – |
Q2 2015 | $13,000 | -50.0% | 299 | -52.1% | 0.00% | – |
Q1 2015 | $26,000 | +85.7% | 624 | +100.6% | 0.00% | – |
Q4 2014 | $14,000 | +7.7% | 311 | -0.3% | 0.00% | – |
Q3 2014 | $13,000 | -75.9% | 312 | -75.5% | 0.00% | – |
Q2 2014 | $54,000 | +74.2% | 1,272 | +68.3% | 0.00% | – |
Q1 2014 | $31,000 | +138.5% | 756 | +143.1% | 0.00% | – |
Q4 2013 | $13,000 | +18.2% | 311 | -0.3% | 0.00% | – |
Q3 2013 | $11,000 | 0.0% | 312 | +4.3% | 0.00% | – |
Q2 2013 | $11,000 | – | 299 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |