ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,201,073 | -86.0% | 33,671 | -85.5% | 0.00% | -84.2% |
| Q2 2023 | $15,681,486 | +322.6% | 232,525 | +307.9% | 0.02% | +280.0% |
| Q1 2023 | $3,710,765 | -64.0% | 57,001 | -64.1% | 0.01% | -66.7% |
| Q4 2022 | $10,314,442 | +8.9% | 158,757 | -3.3% | 0.02% | +7.1% |
| Q3 2022 | $9,471,769 | +110.3% | 164,127 | +125.2% | 0.01% | +27.3% |
| Q2 2022 | $4,503,000 | -23.3% | 72,883 | -13.6% | 0.01% | -8.3% |
| Q1 2022 | $5,873,000 | -39.0% | 84,315 | -38.6% | 0.01% | -33.3% |
| Q4 2021 | $9,628,000 | +127.7% | 137,408 | +113.3% | 0.02% | +125.0% |
| Q3 2021 | $4,228,000 | -26.7% | 64,406 | -28.9% | 0.01% | -33.3% |
| Q1 2021 | $5,769,000 | +2274.1% | 90,578 | +2062.3% | 0.01% | – |
| Q4 2020 | $243,000 | – | 4,189 | – | 0.00% | – |
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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% |