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 | $2,028,215 | -7.8% | 31,027 | -4.8% | 0.01% | -45.5% |
| Q2 2023 | $2,198,680 | -5.5% | 32,602 | -8.8% | 0.01% | +120.0% |
| Q1 2023 | $2,327,781 | +97.6% | 35,757 | +97.2% | 0.01% | +66.7% |
| Q4 2022 | $1,178,231 | -45.9% | 18,135 | -51.9% | 0.00% | -50.0% |
| Q3 2022 | $2,177,000 | +37.3% | 37,731 | +46.9% | 0.01% | +50.0% |
| Q2 2022 | $1,586,000 | -11.7% | 25,679 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,796,000 | +109.8% | 25,780 | +111.1% | 0.00% | +100.0% |
| Q4 2021 | $856,000 | +8.9% | 12,214 | +2.1% | 0.00% | 0.0% |
| Q3 2021 | $786,000 | +1.2% | 11,967 | +2.3% | 0.00% | 0.0% |
| Q2 2021 | $777,000 | +19.9% | 11,701 | +15.1% | 0.00% | 0.0% |
| Q1 2021 | $648,000 | +9.6% | 10,168 | -0.3% | 0.00% | 0.0% |
| Q4 2020 | $591,000 | +15.4% | 10,202 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $512,000 | -1.3% | 10,021 | -5.7% | 0.00% | 0.0% |
| Q2 2020 | $519,000 | +5.1% | 10,627 | -5.1% | 0.00% | -33.3% |
| Q1 2020 | $494,000 | -27.2% | 11,197 | -3.5% | 0.00% | 0.0% |
| Q4 2019 | $679,000 | +12.8% | 11,599 | +5.6% | 0.00% | 0.0% |
| Q3 2019 | $602,000 | +1.7% | 10,983 | +0.3% | 0.00% | 0.0% |
| Q2 2019 | $592,000 | -11.5% | 10,951 | -13.9% | 0.00% | 0.0% |
| Q1 2019 | $669,000 | +3.6% | 12,726 | -5.9% | 0.00% | -25.0% |
| Q4 2018 | $646,000 | – | 13,522 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |