ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 70 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,048 | -3.1% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $222,889 | +3.6% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $215,156 | +0.2% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $214,726 | +12.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $191,000 | -6.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -11.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $230,000 | -0.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $232,000 | +6.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $217,000 | -1.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $220,000 | +4.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $211,000 | +10.5% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $191,000 | +13.0% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $169,000 | +5.0% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $161,000 | +10.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $146,000 | -24.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $193,000 | +6.6% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $181,000 | +1.1% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $179,000 | +2.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $174,000 | – | 3,305 | – | 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% |