ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 41 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |