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 | $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 Asset Management, Inc. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |