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 | $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 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% |