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 | $8,456,906 | +5.6% | 129,562 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $8,006,455 | +4.7% | 118,720 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $7,645,525 | +71.9% | 117,443 | +71.5% | 0.00% | +50.0% |
| Q4 2022 | $4,448,000 | +10.7% | 68,467 | -1.7% | 0.00% | +100.0% |
| Q3 2022 | $4,018,000 | -8.2% | 69,622 | -1.7% | 0.00% | -50.0% |
| Q2 2022 | $4,375,000 | -10.9% | 70,816 | +0.4% | 0.00% | +100.0% |
| Q1 2022 | $4,912,000 | +0.7% | 70,517 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $4,877,000 | +6.6% | 69,605 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $4,575,000 | +0.5% | 69,689 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $4,550,000 | +4.2% | 68,484 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $4,367,000 | -0.9% | 68,555 | -9.9% | 0.00% | -50.0% |
| Q4 2020 | $4,407,000 | -15.9% | 76,117 | -25.4% | 0.00% | 0.0% |
| Q3 2020 | $5,238,000 | +11.3% | 101,983 | +5.8% | 0.00% | 0.0% |
| Q2 2020 | $4,706,000 | +14.9% | 96,378 | +3.8% | 0.00% | 0.0% |
| Q1 2020 | $4,097,000 | -24.1% | 92,872 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $5,396,000 | -6.4% | 92,227 | -12.4% | 0.00% | -33.3% |
| Q3 2019 | $5,764,000 | +14.5% | 105,234 | +13.0% | 0.00% | +50.0% |
| Q2 2019 | $5,033,000 | -6.7% | 93,123 | -9.3% | 0.00% | 0.0% |
| Q1 2019 | $5,394,000 | +38.0% | 102,627 | +25.5% | 0.00% | 0.0% |
| Q4 2018 | $3,909,000 | -12.6% | 81,788 | -2.2% | 0.00% | 0.0% |
| Q3 2018 | $4,472,000 | +4.8% | 83,651 | -0.3% | 0.00% | 0.0% |
| Q2 2018 | $4,269,000 | +6.6% | 83,886 | +5.7% | 0.00% | 0.0% |
| Q1 2018 | $4,004,000 | -3.0% | 79,371 | +0.8% | 0.00% | 0.0% |
| Q4 2017 | $4,129,000 | +2.3% | 78,774 | -2.5% | 0.00% | 0.0% |
| Q3 2017 | $4,038,000 | +2.2% | 80,832 | -0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,952,000 | -0.8% | 80,846 | -0.8% | 0.00% | 0.0% |
| Q1 2017 | $3,982,000 | +2.5% | 81,486 | -1.4% | 0.00% | 0.0% |
| Q4 2016 | $3,885,000 | +5.2% | 82,658 | -2.5% | 0.00% | 0.0% |
| Q3 2016 | $3,692,000 | -9.2% | 84,819 | -9.5% | 0.00% | 0.0% |
| Q2 2016 | $4,066,000 | +5.8% | 93,756 | +1.6% | 0.00% | 0.0% |
| Q1 2016 | $3,842,000 | +6.8% | 92,257 | +7.0% | 0.00% | 0.0% |
| Q4 2015 | $3,596,000 | +5.8% | 86,191 | -1.0% | 0.00% | 0.0% |
| Q3 2015 | $3,400,000 | -17.5% | 87,022 | -7.8% | 0.00% | 0.0% |
| Q2 2015 | $4,121,000 | -24.6% | 94,348 | -25.4% | 0.00% | -33.3% |
| Q1 2015 | $5,466,000 | -13.9% | 126,520 | -11.3% | 0.00% | -25.0% |
| Q4 2014 | $6,348,000 | +4.7% | 142,583 | +0.6% | 0.00% | 0.0% |
| Q3 2014 | $6,064,000 | +0.2% | 141,780 | +0.4% | 0.00% | 0.0% |
| Q2 2014 | $6,050,000 | +1.7% | 141,197 | -3.0% | 0.00% | 0.0% |
| Q1 2014 | $5,950,000 | -2.1% | 145,509 | -3.7% | 0.00% | 0.0% |
| Q4 2013 | $6,078,000 | +6.2% | 151,037 | -3.4% | 0.00% | 0.0% |
| Q3 2013 | $5,725,000 | +0.5% | 156,332 | -1.8% | 0.00% | 0.0% |
| Q2 2013 | $5,699,000 | – | 159,197 | – | 0.00% | – |
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% |