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 | $1,353,551 | +45.0% | 20,706 | +49.6% | 0.00% | – |
| Q2 2023 | $933,504 | +135.5% | 13,842 | +127.4% | 0.00% | – |
| Q1 2023 | $396,329 | -88.8% | 6,088 | -88.8% | 0.00% | -100.0% |
| Q4 2022 | $3,540,345 | +5.1% | 54,492 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $3,368,000 | +144.8% | 58,361 | +162.0% | 0.00% | – |
| Q2 2022 | $1,376,000 | -57.2% | 22,277 | -51.7% | 0.00% | -100.0% |
| Q1 2022 | $3,214,000 | -53.2% | 46,152 | -52.9% | 0.00% | – |
| Q4 2021 | $6,868,000 | +2847.6% | 98,006 | +2661.5% | 0.00% | – |
| Q3 2021 | $233,000 | -83.8% | 3,549 | -83.6% | 0.00% | – |
| Q2 2021 | $1,438,000 | +1.8% | 21,640 | -2.4% | 0.00% | – |
| Q1 2021 | $1,413,000 | -64.3% | 22,179 | -67.5% | 0.00% | – |
| Q4 2020 | $3,954,000 | +339.8% | 68,282 | +287.8% | 0.00% | – |
| Q3 2020 | $899,000 | -55.1% | 17,609 | -57.1% | 0.00% | – |
| Q2 2020 | $2,004,000 | -23.5% | 41,037 | -30.9% | 0.00% | -100.0% |
| Q1 2020 | $2,621,000 | +135.5% | 59,411 | +192.5% | 0.00% | – |
| Q3 2019 | $1,113,000 | +83.4% | 20,314 | +67.3% | 0.00% | – |
| Q3 2017 | $607,000 | -32.3% | 12,141 | -33.9% | 0.00% | – |
| Q2 2017 | $897,000 | -2.8% | 18,354 | -12.1% | 0.00% | – |
| Q3 2016 | $923,000 | +6.2% | 20,884 | +4.2% | 0.00% | – |
| Q2 2016 | $869,000 | -22.9% | 20,051 | -26.0% | 0.00% | -100.0% |
| Q1 2016 | $1,127,000 | +159.7% | 27,090 | +143.7% | 0.00% | – |
| Q3 2015 | $434,000 | -29.8% | 11,114 | -21.4% | 0.00% | – |
| Q2 2015 | $618,000 | +90.2% | 14,141 | +87.7% | 0.00% | – |
| Q1 2015 | $325,000 | -20.9% | 7,533 | -18.6% | 0.00% | – |
| Q4 2014 | $411,000 | -53.1% | 9,257 | -54.9% | 0.00% | – |
| Q3 2014 | $877,000 | -23.3% | 20,529 | -23.1% | 0.00% | – |
| Q2 2014 | $1,144,000 | -13.4% | 26,702 | -17.3% | 0.00% | -100.0% |
| Q1 2014 | $1,321,000 | +0.8% | 32,306 | -0.8% | 0.00% | 0.0% |
| Q4 2013 | $1,311,000 | +17.4% | 32,581 | +4.4% | 0.00% | 0.0% |
| Q2 2013 | $1,117,000 | – | 31,209 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
| Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
| Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
| Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
| Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
| Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
| Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
| TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
| AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |