ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,765 | +13.2% | 5,580 | +16.7% | 0.00% | – |
| Q2 2023 | $322,363 | -71.4% | 4,780 | -72.5% | 0.00% | – |
| Q4 2022 | $1,128,724 | -49.4% | 17,373 | -55.0% | 0.00% | -100.0% |
| Q3 2022 | $2,230,000 | -2.2% | 38,643 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $2,281,000 | -10.5% | 36,918 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $2,549,000 | +100.4% | 36,591 | +101.5% | 0.00% | – |
| Q4 2021 | $1,272,000 | -52.9% | 18,160 | -55.8% | 0.00% | -100.0% |
| Q3 2021 | $2,699,000 | +46.1% | 41,114 | +47.9% | 0.00% | – |
| Q2 2021 | $1,847,000 | +4.9% | 27,792 | +0.5% | 0.00% | – |
| Q1 2021 | $1,761,000 | +468.1% | 27,641 | +415.6% | 0.00% | – |
| Q4 2020 | $310,000 | -78.9% | 5,361 | -81.3% | 0.00% | – |
| Q3 2020 | $1,467,000 | +123.6% | 28,727 | +156.3% | 0.00% | – |
| Q4 2019 | $656,000 | -31.3% | 11,208 | -43.9% | 0.00% | -100.0% |
| Q4 2018 | $955,000 | -40.6% | 19,974 | -37.4% | 0.00% | 0.0% |
| Q1 2018 | $1,609,000 | +28.4% | 31,890 | +19.6% | 0.00% | 0.0% |
| Q4 2016 | $1,253,000 | +117.5% | 26,670 | +104.8% | 0.00% | 0.0% |
| Q3 2016 | $576,000 | +57.4% | 13,024 | +47.8% | 0.00% | – |
| Q1 2016 | $366,000 | -76.0% | 8,809 | -77.4% | 0.00% | -100.0% |
| Q3 2015 | $1,525,000 | +209.3% | 39,036 | +241.7% | 0.00% | – |
| Q1 2015 | $493,000 | – | 11,424 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
| Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
| Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
| Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
| Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
| AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
| BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
| NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
| TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |