ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,916 | -3.7% | 3,793 | -0.6% | 0.16% | -4.1% |
| Q2 2023 | $257,426 | -1.7% | 3,817 | -5.1% | 0.17% | -14.2% |
| Q1 2023 | $261,837 | -1.8% | 4,022 | -2.0% | 0.20% | -1.5% |
| Q4 2022 | $266,503 | +13.4% | 4,102 | +0.9% | 0.20% | -5.2% |
| Q3 2022 | $235,000 | -10.6% | 4,065 | -4.5% | 0.21% | +8.2% |
| Q2 2022 | $263,000 | -11.1% | 4,258 | +0.3% | 0.20% | +1.0% |
| Q1 2022 | $296,000 | -2.3% | 4,244 | +0.2% | 0.19% | -3.0% |
| Q4 2021 | $303,000 | +3.4% | 4,236 | -5.0% | 0.20% | -4.8% |
| Q3 2021 | $293,000 | -8.7% | 4,457 | -7.8% | 0.21% | -5.9% |
| Q2 2021 | $321,000 | -9.8% | 4,835 | -13.5% | 0.22% | -22.6% |
| Q1 2021 | $356,000 | +9.9% | 5,592 | -0.1% | 0.29% | +0.3% |
| Q4 2020 | $324,000 | +12.5% | 5,597 | -0.7% | 0.29% | +26.5% |
| Q3 2020 | $288,000 | -98.8% | 5,638 | -98.6% | 0.23% | -90.3% |
| Q4 2019 | $23,747,000 | -13.4% | 405,857 | -20.0% | 2.34% | -21.3% |
| Q3 2019 | $27,411,000 | +4.6% | 507,230 | +1.8% | 2.97% | -6.0% |
| Q2 2019 | $26,200,000 | 0.0% | 498,476 | 0.0% | 3.16% | -0.9% |
| Q1 2019 | $26,200,000 | +20.5% | 498,476 | +9.6% | 3.19% | -7.4% |
| Q4 2018 | $21,740,000 | – | 454,805 | – | 3.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |