ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 115 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $337,898 | -59.9% | 5,169 | -58.7% | 0.00% | – |
Q2 2023 | $843,540 | +164.2% | 12,508 | +154.5% | 0.00% | – |
Q4 2022 | $319,263 | +34.7% | 4,914 | +19.4% | 0.00% | – |
Q3 2022 | $237,000 | -68.0% | 4,114 | -69.6% | 0.00% | -100.0% |
Q3 2019 | $741,000 | -24.1% | 13,535 | -25.1% | 0.00% | -50.0% |
Q2 2019 | $976,000 | +36.3% | 18,059 | +20.6% | 0.00% | 0.0% |
Q4 2018 | $716,000 | -47.5% | 14,978 | -41.3% | 0.00% | -33.3% |
Q3 2018 | $1,363,000 | +41.8% | 25,501 | +35.0% | 0.00% | +50.0% |
Q2 2018 | $961,000 | -44.7% | 18,888 | -45.7% | 0.00% | -66.7% |
Q3 2017 | $1,737,000 | +432.8% | 34,762 | +414.3% | 0.01% | +500.0% |
Q1 2017 | $326,000 | +45.5% | 6,759 | +17.7% | 0.00% | 0.0% |
Q3 2015 | $224,000 | -23.8% | 5,741 | -14.7% | 0.00% | -50.0% |
Q2 2015 | $294,000 | -38.6% | 6,729 | -42.6% | 0.00% | -60.0% |
Q1 2014 | $479,000 | – | 11,719 | – | 0.01% | – |
Download |
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% |