ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,412,694 | -3.6% | 52,206 | -0.5% | 0.45% | -9.3% |
| Q2 2023 | $3,539,778 | +3.6% | 52,488 | +0.0% | 0.49% | -3.5% |
| Q1 2023 | $3,416,924 | +0.2% | 52,487 | -0.0% | 0.51% | -4.1% |
| Q4 2022 | $3,410,326 | +12.6% | 52,491 | +0.0% | 0.53% | +6.8% |
| Q3 2022 | $3,029,000 | -6.6% | 52,489 | 0.0% | 0.50% | -4.0% |
| Q2 2022 | $3,243,000 | -11.3% | 52,489 | 0.0% | 0.52% | +7.2% |
| Q1 2022 | $3,656,000 | -13.6% | 52,489 | -13.1% | 0.48% | -9.5% |
| Q4 2021 | $4,233,000 | +8.6% | 60,412 | +1.7% | 0.54% | +1.5% |
| Q3 2021 | $3,898,000 | -11.8% | 59,377 | -10.7% | 0.53% | -11.9% |
| Q2 2021 | $4,419,000 | +4.1% | 66,517 | -0.2% | 0.60% | -6.3% |
| Q1 2021 | $4,244,000 | +10.1% | 66,638 | +0.1% | 0.64% | +3.6% |
| Q4 2020 | $3,853,000 | +14.1% | 66,552 | +0.6% | 0.62% | -4.5% |
| Q3 2020 | $3,378,000 | +15.7% | 66,144 | +10.6% | 0.65% | +4.2% |
| Q2 2020 | $2,919,000 | +17.7% | 59,779 | +6.4% | 0.62% | -7.0% |
| Q1 2020 | $2,479,000 | +1.3% | 56,191 | +34.3% | 0.67% | +18.3% |
| Q4 2019 | $2,448,000 | – | 41,847 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |