ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,102,691 | -2.8% | 32,166 | +0.3% | 0.04% | 0.0% |
| Q2 2023 | $2,162,329 | +3.2% | 32,063 | -0.3% | 0.04% | -2.3% |
| Q1 2023 | $2,094,267 | -7.5% | 32,170 | -7.7% | 0.04% | -15.4% |
| Q4 2022 | $2,264,724 | +9.2% | 34,858 | -2.9% | 0.05% | +8.3% |
| Q3 2022 | $2,073,000 | +6.6% | 35,916 | +14.1% | 0.05% | +14.3% |
| Q2 2022 | $1,945,000 | -6.1% | 31,481 | +5.9% | 0.04% | +13.5% |
| Q1 2022 | $2,071,000 | -11.2% | 29,732 | -10.7% | 0.04% | -9.8% |
| Q4 2021 | $2,332,000 | +6.5% | 33,283 | -0.2% | 0.04% | 0.0% |
| Q3 2021 | $2,189,000 | -0.6% | 33,344 | +0.6% | 0.04% | +5.1% |
| Q2 2021 | $2,203,000 | +3.4% | 33,159 | -0.8% | 0.04% | -9.3% |
| Q1 2021 | $2,130,000 | +13.9% | 33,441 | +3.5% | 0.04% | +10.3% |
| Q4 2020 | $1,870,000 | +14.9% | 32,301 | +1.4% | 0.04% | -4.9% |
| Q3 2020 | $1,627,000 | +5.3% | 31,845 | +0.6% | 0.04% | +2.5% |
| Q2 2020 | $1,545,000 | +22.9% | 31,657 | +11.1% | 0.04% | +5.3% |
| Q1 2020 | $1,257,000 | +34.4% | 28,495 | +78.3% | 0.04% | +65.2% |
| Q4 2019 | $935,000 | +53.3% | 15,981 | +43.4% | 0.02% | +35.3% |
| Q3 2019 | $610,000 | – | 11,141 | – | 0.02% | – |
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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% |