ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 144 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $635,970 | +43310.9% | 8,500 | -55.7% | 0.00% | -50.0% |
| Q1 2024 | $1,465 | +46.1% | 19,200 | +34.3% | 0.00% | 0.0% |
| Q4 2023 | $1,003 | +351.8% | 14,300 | +320.6% | 0.00% | – |
| Q3 2023 | $222 | -62.2% | 3,400 | -60.9% | 0.00% | -100.0% |
| Q2 2023 | $587 | -99.8% | 8,700 | +58.2% | 0.00% | – |
| Q4 2021 | $385,000 | – | 5,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |