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 | $261,611 | -1.5% | 4,002 | +1.6% | 0.03% | +3.2% |
| Q2 2023 | $265,646 | +2.7% | 3,939 | -0.9% | 0.03% | -3.1% |
| Q1 2023 | $258,642 | +2.2% | 3,973 | -9.3% | 0.03% | -13.5% |
| Q3 2022 | $253,000 | +3.3% | 4,381 | +11.4% | 0.04% | +12.1% |
| Q2 2022 | $245,000 | -8.2% | 3,931 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $267,000 | -2.9% | 3,931 | 0.0% | 0.03% | +6.5% |
| Q4 2021 | $275,000 | +6.6% | 3,931 | 0.0% | 0.03% | -11.4% |
| Q3 2021 | $258,000 | -1.9% | 3,931 | 0.0% | 0.04% | -10.3% |
| Q2 2021 | $263,000 | +5.2% | 3,931 | 0.0% | 0.04% | -2.5% |
| Q1 2021 | $250,000 | +6.4% | 3,931 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $235,000 | +16.9% | 3,931 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $201,000 | -30.4% | 3,931 | -20.6% | 0.04% | -30.5% |
| Q4 2019 | $289,000 | +6.6% | 4,952 | 0.0% | 0.06% | -3.3% |
| Q3 2019 | $271,000 | +1.5% | 4,952 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $267,000 | +2.7% | 4,952 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $260,000 | +10.2% | 4,952 | 0.0% | 0.06% | +8.8% |
| Q4 2018 | $236,000 | -10.6% | 4,952 | 0.0% | 0.06% | -10.9% |
| Q3 2018 | $264,000 | +4.8% | 4,952 | 0.0% | 0.06% | -1.5% |
| Q2 2018 | $252,000 | +1.2% | 4,952 | 0.0% | 0.06% | -4.4% |
| Q1 2018 | $249,000 | -3.9% | 4,952 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $259,000 | +4.9% | 4,952 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $247,000 | +2.1% | 4,952 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $242,000 | -40.7% | 4,952 | -41.6% | 0.07% | -44.3% |
| Q1 2017 | $408,000 | +2.5% | 8,483 | 0.0% | 0.12% | -8.3% |
| Q4 2016 | $398,000 | +6.4% | 8,483 | 0.0% | 0.13% | +3.9% |
| Q3 2016 | $374,000 | +1.9% | 8,483 | 0.0% | 0.13% | -10.5% |
| Q2 2016 | $367,000 | +4.0% | 8,483 | 0.0% | 0.14% | +21.2% |
| Q1 2016 | $353,000 | 0.0% | 8,483 | 0.0% | 0.12% | -4.1% |
| Q4 2015 | $353,000 | – | 8,483 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |