ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 40 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $151,346,000 | +1.4% | 2,763 | 0.0% | 0.00% | – |
| Q2 2019 | $149,313,000 | +2.8% | 2,763 | 0.0% | 0.00% | – |
| Q1 2019 | $145,221,000 | +4.9% | 2,763 | -4.6% | 0.00% | – |
| Q4 2018 | $138,429,000 | +6.4% | 2,896 | +19.0% | 0.00% | – |
| Q3 2018 | $130,122,000 | -8.5% | 2,434 | -12.9% | 0.00% | – |
| Q2 2018 | $142,139,000 | +3.6% | 2,793 | +2.7% | 0.00% | – |
| Q1 2018 | $137,208,000 | +188.3% | 2,720 | +199.6% | 0.00% | – |
| Q4 2017 | $47,597,000 | +21.5% | 908 | +15.8% | 0.00% | – |
| Q3 2017 | $39,165,000 | +57.1% | 784 | +53.7% | 0.00% | – |
| Q2 2017 | $24,929,000 | +388.2% | 510 | +381.1% | 0.00% | – |
| Q1 2017 | $5,106,000 | +102020.0% | 106 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | – | 106 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |