ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 112 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,074,557 | -2.8% | 31,736 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $2,135,326 | -0.8% | 31,663 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $2,151,822 | +2.0% | 33,054 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $2,109,192 | +7.1% | 32,464 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $1,970,000 | -9.3% | 34,139 | -2.9% | 0.00% | -20.0% |
| Q2 2022 | $2,172,000 | -7.2% | 35,164 | +4.6% | 0.01% | +25.0% |
| Q1 2022 | $2,341,000 | +0.3% | 33,604 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $2,333,000 | +33.4% | 33,295 | +24.9% | 0.00% | 0.0% |
| Q3 2021 | $1,749,000 | +13.5% | 26,648 | +14.9% | 0.00% | +33.3% |
| Q2 2021 | $1,541,000 | +29.9% | 23,192 | +24.6% | 0.00% | 0.0% |
| Q1 2021 | $1,186,000 | +17.2% | 18,616 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $1,012,000 | +106.1% | 17,486 | +81.9% | 0.00% | +200.0% |
| Q3 2020 | $491,000 | -7.5% | 9,615 | -11.6% | 0.00% | -50.0% |
| Q2 2020 | $531,000 | +53.0% | 10,881 | +38.1% | 0.00% | 0.0% |
| Q1 2020 | $347,000 | -76.3% | 7,878 | -68.5% | 0.00% | -60.0% |
| Q4 2019 | $1,465,000 | – | 25,032 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |