ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 115 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,410,056 | +7.3% | 52,165 | +10.7% | 0.00% | 0.0% |
| Q2 2023 | $3,179,357 | -6.4% | 47,143 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $3,397,660 | +6.3% | 52,191 | +6.1% | 0.00% | 0.0% |
| Q4 2022 | $3,196,012 | +17.2% | 49,192 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $2,728,000 | +48.8% | 47,279 | +59.4% | 0.00% | +50.0% |
| Q2 2022 | $1,833,000 | -15.3% | 29,668 | -4.5% | 0.00% | 0.0% |
| Q1 2022 | $2,164,000 | +5.9% | 31,063 | +6.5% | 0.00% | 0.0% |
| Q4 2021 | $2,044,000 | +13.4% | 29,171 | +6.3% | 0.00% | 0.0% |
| Q3 2021 | $1,802,000 | -3.3% | 27,452 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,864,000 | +9.8% | 28,056 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $1,697,000 | +21.3% | 26,641 | +10.3% | 0.00% | 0.0% |
| Q4 2020 | $1,399,000 | +31.9% | 24,160 | +16.3% | 0.00% | +100.0% |
| Q3 2020 | $1,061,000 | +15.0% | 20,780 | +9.9% | 0.00% | 0.0% |
| Q2 2020 | $923,000 | +209.7% | 18,908 | +179.6% | 0.00% | – |
| Q1 2020 | $298,000 | -26.2% | 6,763 | -2.0% | 0.00% | -100.0% |
| Q4 2019 | $404,000 | +49.6% | 6,901 | +40.2% | 0.00% | – |
| Q3 2019 | $270,000 | +1.5% | 4,924 | 0.0% | 0.00% | – |
| Q2 2019 | $266,000 | +5.6% | 4,924 | +2.6% | 0.00% | – |
| Q1 2019 | $252,000 | – | 4,799 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |