ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,802,000 | -4.0% | 104,054 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $7,087,000 | -17.1% | 105,099 | -19.9% | 0.00% | 0.0% |
| Q1 2023 | $8,546,000 | -32.0% | 131,286 | -32.1% | 0.00% | -50.0% |
| Q4 2022 | $12,561,000 | +117.7% | 193,339 | +93.4% | 0.00% | +100.0% |
| Q3 2022 | $5,771,000 | -1.2% | 99,991 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $5,839,000 | -10.3% | 94,520 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $6,508,000 | +1.4% | 93,433 | +2.0% | 0.00% | +100.0% |
| Q4 2021 | $6,418,000 | +7.1% | 91,600 | +0.3% | 0.00% | -50.0% |
| Q3 2021 | $5,995,000 | -22.8% | 91,311 | -21.9% | 0.00% | 0.0% |
| Q2 2021 | $7,766,000 | +2.8% | 116,896 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $7,558,000 | +1304.8% | 118,659 | +1176.3% | 0.00% | – |
| Q4 2020 | $538,000 | +157.4% | 9,297 | +127.2% | 0.00% | – |
| Q3 2020 | $209,000 | -82.9% | 4,092 | -83.6% | 0.00% | – |
| Q2 2020 | $1,220,000 | +29.6% | 24,974 | +17.0% | 0.00% | – |
| Q1 2020 | $941,000 | -24.4% | 21,341 | +0.3% | 0.00% | – |
| Q4 2019 | $1,244,000 | +0.2% | 21,273 | -6.0% | 0.00% | – |
| Q3 2019 | $1,241,000 | +727.3% | 22,642 | +715.6% | 0.00% | – |
| Q2 2019 | $150,000 | -66.3% | 2,776 | -67.2% | 0.00% | – |
| Q1 2019 | $445,000 | +183.4% | 8,470 | +157.5% | 0.00% | – |
| Q4 2018 | $157,000 | +4.7% | 3,289 | +17.3% | 0.00% | – |
| Q3 2018 | $150,000 | +4.9% | 2,805 | 0.0% | 0.00% | – |
| Q2 2018 | $143,000 | +15.3% | 2,805 | +14.0% | 0.00% | – |
| Q1 2018 | $124,000 | -4.6% | 2,460 | -0.6% | 0.00% | – |
| Q4 2017 | $130,000 | +4.8% | 2,474 | 0.0% | 0.00% | – |
| Q3 2017 | $124,000 | +0.8% | 2,474 | -2.0% | 0.00% | – |
| Q2 2017 | $123,000 | +1130.0% | 2,524 | +1085.0% | 0.00% | – |
| Q1 2017 | $10,000 | 0.0% | 213 | 0.0% | 0.00% | – |
| Q4 2016 | $10,000 | +11.1% | 213 | -0.5% | 0.00% | – |
| Q3 2016 | $9,000 | 0.0% | 214 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 214 | -6.1% | 0.00% | – |
| Q1 2016 | $9,000 | -43.8% | 228 | -39.0% | 0.00% | – |
| Q4 2015 | $16,000 | -93.0% | 374 | -93.6% | 0.00% | – |
| Q3 2015 | $229,000 | +13.9% | 5,860 | +26.8% | 0.00% | – |
| Q2 2015 | $201,000 | -84.7% | 4,622 | -84.8% | 0.00% | -100.0% |
| Q1 2015 | $1,317,000 | -10.5% | 30,485 | -7.8% | 0.00% | 0.0% |
| Q4 2014 | $1,472,000 | +614.6% | 33,074 | +585.8% | 0.00% | – |
| Q3 2014 | $206,000 | +13.8% | 4,823 | +14.3% | 0.00% | – |
| Q2 2014 | $181,000 | -93.8% | 4,221 | -94.1% | 0.00% | -100.0% |
| Q1 2014 | $2,907,000 | +2302.5% | 71,074 | +2269.1% | 0.00% | – |
| Q4 2013 | $121,000 | -89.3% | 3,000 | -90.3% | 0.00% | -100.0% |
| Q3 2013 | $1,134,000 | -50.6% | 30,956 | -51.8% | 0.00% | -50.0% |
| Q2 2013 | $2,297,000 | – | 64,171 | – | 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% |