ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,278 | -2.0% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $9,464 | +8.8% | 124 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,701 | +7.3% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,106 | -3.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,362 | +3.6% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,072 | +0.2% | 124 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,056 | +15.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 124 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 119 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 119 | – | 0.00% | – |
Download | ||||||
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% |