ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $557 | -58.4% | 8,527 | -58.6% | 0.03% | -61.2% |
Q4 2022 | $1,339 | -99.9% | 20,604 | -33.4% | 0.07% | +15.5% |
Q4 2021 | $2,168,000 | -23.8% | 30,944 | -27.8% | 0.06% | -59.2% |
Q2 2021 | $2,846,000 | +742.0% | 42,839 | +707.4% | 0.14% | +688.9% |
Q1 2021 | $338,000 | +1777.8% | 5,306 | +1311.2% | 0.02% | +1700.0% |
Q4 2016 | $18,000 | – | 376 | – | 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% |