ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 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% |