ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $177,177 | -3.1% | 2,710 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $182,788 | -1.8% | 2,710 | -5.2% | 0.01% | -14.3% |
Q1 2023 | $186,205 | -3.5% | 2,860 | -3.6% | 0.01% | 0.0% |
Q4 2022 | $192,882 | -11.5% | 2,968 | -21.5% | 0.01% | -22.2% |
Q3 2022 | $218,000 | +39.7% | 3,779 | +48.8% | 0.01% | +50.0% |
Q2 2022 | $156,000 | +81.4% | 2,540 | +106.5% | 0.01% | +20.0% |
Q1 2022 | $86,000 | 0.0% | 1,230 | 0.0% | 0.01% | +66.7% |
Q4 2021 | $86,000 | +6.2% | 1,230 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $81,000 | -1.2% | 1,230 | 0.0% | 0.00% | -25.0% |
Q2 2021 | $82,000 | +5.1% | 1,230 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $78,000 | +9.9% | 1,230 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $71,000 | – | 1,230 | – | 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% |