ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 59 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,125,525 | +96135.6% | 338,466 | -0.7% | 0.97% | +1.7% |
| Q2 2023 | $22,991 | +8.3% | 340,913 | +4.6% | 0.96% | +2.1% |
| Q1 2023 | $21,223 | +2.7% | 326,011 | +2.5% | 0.94% | -0.1% |
| Q4 2022 | $20,668 | -99.9% | 318,106 | -6.0% | 0.94% | -1.6% |
| Q3 2022 | $19,531,000 | -2.8% | 338,429 | +4.1% | 0.95% | +3.2% |
| Q2 2022 | $20,084,000 | -6.6% | 325,079 | +5.3% | 0.92% | +10.0% |
| Q1 2022 | $21,510,000 | +0.1% | 308,828 | +0.7% | 0.84% | +8.7% |
| Q4 2021 | $21,491,000 | +11.0% | 306,705 | +4.0% | 0.77% | +3.3% |
| Q3 2021 | $19,366,000 | +5.3% | 294,985 | +6.6% | 0.75% | +6.6% |
| Q2 2021 | $18,391,000 | +5.9% | 276,813 | +1.5% | 0.70% | +1.3% |
| Q1 2021 | $17,363,000 | +17.7% | 272,603 | +7.0% | 0.69% | +11.8% |
| Q4 2020 | $14,747,000 | +28.0% | 254,695 | +12.9% | 0.62% | +16.1% |
| Q3 2020 | $11,521,000 | +15.6% | 225,594 | +10.5% | 0.53% | +9.0% |
| Q2 2020 | $9,970,000 | +822.3% | 204,161 | +733.0% | 0.49% | +665.6% |
| Q1 2020 | $1,081,000 | -23.5% | 24,510 | +1.5% | 0.06% | -11.1% |
| Q4 2019 | $1,413,000 | +20.2% | 24,155 | +12.5% | 0.07% | +12.5% |
| Q3 2019 | $1,176,000 | +3.3% | 21,471 | +2.0% | 0.06% | +3.2% |
| Q2 2019 | $1,138,000 | +6.0% | 21,059 | +3.1% | 0.06% | +6.9% |
| Q1 2019 | $1,074,000 | +46.7% | 20,424 | +33.4% | 0.06% | +31.8% |
| Q4 2018 | $732,000 | +46.7% | 15,309 | +64.0% | 0.04% | +69.2% |
| Q3 2018 | $499,000 | +143.4% | 9,336 | +129.3% | 0.03% | +116.7% |
| Q1 2018 | $205,000 | – | 4,072 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |