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 | $1,892 | +18.0% | 28,949 | +21.8% | 0.01% | +28.6% |
| Q2 2023 | $1,603 | +39.4% | 23,771 | +34.6% | 0.01% | +16.7% |
| Q1 2023 | $1,150 | +12.3% | 17,659 | +12.0% | 0.01% | +20.0% |
| Q4 2022 | $1,024 | -99.7% | 15,763 | +137.0% | 0.01% | +150.0% |
| Q3 2022 | $384,000 | +13.3% | 6,651 | +21.4% | 0.00% | 0.0% |
| Q2 2022 | $339,000 | -4.2% | 5,480 | +7.7% | 0.00% | 0.0% |
| Q1 2022 | $354,000 | +46.3% | 5,087 | +47.1% | 0.00% | +100.0% |
| Q4 2021 | $242,000 | +11.5% | 3,458 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $217,000 | +6.9% | 3,309 | +8.4% | 0.00% | 0.0% |
| Q2 2021 | $203,000 | – | 3,052 | – | 0.00% | – |
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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% |