ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 42 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,079 | -3.1% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $255,935 | +3.6% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $247,055 | +0.2% | 3,795 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $246,561 | +12.6% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $219,000 | -6.4% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $234,000 | -11.4% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $264,000 | -0.8% | 3,795 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $266,000 | +6.8% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $249,000 | -1.2% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $252,000 | +4.1% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $242,000 | +10.0% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $220,000 | +7.3% | 3,795 | -5.6% | 0.01% | 0.0% |
| Q3 2020 | $205,000 | -12.8% | 4,022 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $235,000 | +6.8% | 4,022 | 0.0% | 0.01% | -37.5% |
| Q3 2019 | $220,000 | +1.4% | 4,022 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $217,000 | +2.8% | 4,022 | 0.0% | 0.01% | +100.0% |
| Q1 2019 | $211,000 | -72.1% | 4,022 | -73.2% | 0.00% | -84.6% |
| Q1 2018 | $756,000 | -4.8% | 14,982 | -1.0% | 0.03% | -7.1% |
| Q4 2017 | $794,000 | +2.8% | 15,140 | -2.0% | 0.03% | 0.0% |
| Q3 2017 | $772,000 | +11.2% | 15,455 | +8.9% | 0.03% | +12.0% |
| Q2 2017 | $694,000 | +4.2% | 14,195 | +2.7% | 0.02% | +8.7% |
| Q1 2017 | $666,000 | 0.0% | 13,820 | -2.5% | 0.02% | -8.0% |
| Q4 2016 | $666,000 | +24.0% | 14,175 | +16.7% | 0.02% | +38.9% |
| Q3 2016 | $537,000 | +24.6% | 12,145 | +22.1% | 0.02% | +63.6% |
| Q2 2016 | $431,000 | – | 9,950 | – | 0.01% | – |
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% |