ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,823,000 | -11.3% | 29,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,055,000 | -3.2% | 29,500 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $2,123,000 | +6.7% | 30,300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,989,000 | -1.2% | 30,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,013,000 | -17.6% | 30,300 | -21.0% | 0.00% | -50.0% |
| Q1 2021 | $2,444,000 | +39.0% | 38,365 | +26.3% | 0.00% | +100.0% |
| Q4 2020 | $1,758,000 | -7.7% | 30,365 | -18.6% | 0.00% | 0.0% |
| Q3 2020 | $1,904,000 | +7.4% | 37,284 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $1,772,000 | +90.5% | 36,284 | +72.1% | 0.00% | 0.0% |
| Q1 2020 | $930,000 | -22.1% | 21,084 | +3.3% | 0.00% | 0.0% |
| Q4 2019 | $1,194,000 | +41.5% | 20,403 | +32.5% | 0.00% | 0.0% |
| Q3 2019 | $844,000 | +1.4% | 15,403 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $832,000 | +2.7% | 15,403 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $810,000 | +11.4% | 15,403 | +1.3% | 0.00% | 0.0% |
| Q4 2018 | $727,000 | -3.8% | 15,212 | +7.8% | 0.00% | 0.0% |
| Q3 2018 | $756,000 | +6.9% | 14,112 | +1.4% | 0.00% | 0.0% |
| Q2 2018 | $707,000 | +0.7% | 13,918 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $702,000 | -3.8% | 13,918 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $730,000 | +2.8% | 13,918 | -2.1% | 0.00% | 0.0% |
| Q3 2017 | $710,000 | +2.2% | 14,218 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $695,000 | +1.5% | 14,218 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $685,000 | +2.5% | 14,218 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $668,000 | +64.1% | 14,218 | +54.2% | 0.00% | – |
| Q3 2016 | $407,000 | -5.3% | 9,218 | -7.1% | 0.00% | – |
| Q2 2016 | $430,000 | +1.9% | 9,918 | -2.4% | 0.00% | – |
| Q1 2016 | $422,000 | +2.2% | 10,166 | +2.5% | 0.00% | – |
| Q4 2015 | $413,000 | +13.5% | 9,918 | +6.4% | 0.00% | – |
| Q3 2015 | $364,000 | -11.7% | 9,318 | -1.2% | 0.00% | – |
| Q2 2015 | $412,000 | +2.5% | 9,432 | +1.2% | 0.00% | – |
| Q1 2015 | $402,000 | -2.7% | 9,318 | 0.0% | 0.00% | – |
| Q4 2014 | $413,000 | +3.8% | 9,318 | 0.0% | 0.00% | – |
| Q3 2014 | $398,000 | -0.3% | 9,318 | 0.0% | 0.00% | – |
| Q2 2014 | $399,000 | +4.7% | 9,318 | 0.0% | 0.00% | – |
| Q1 2014 | $381,000 | +9.8% | 9,318 | +8.1% | 0.00% | – |
| Q4 2013 | $347,000 | +162.9% | 8,618 | +138.2% | 0.00% | – |
| Q3 2013 | $132,000 | +18.9% | 3,618 | +17.1% | 0.00% | – |
| Q2 2013 | $111,000 | – | 3,090 | – | 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% |