ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 40 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $126,000 | +1.6% | 2,476 | +0.9% | 0.00% | – |
| Q1 2018 | $124,000 | +36.3% | 2,454 | +41.6% | 0.00% | – |
| Q4 2017 | $91,000 | +4.6% | 1,733 | -0.5% | 0.00% | – |
| Q3 2017 | $87,000 | +2.4% | 1,742 | 0.0% | 0.00% | – |
| Q2 2017 | $85,000 | +400.0% | 1,742 | +376.0% | 0.00% | – |
| Q4 2016 | $17,000 | +6.2% | 366 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | – | 366 | – | 0.00% | – |
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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% |