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 | $1,138 | -2.5% | 17,308 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $1,167 | +3.6% | 17,308 | 0.0% | 0.06% | +5.5% |
| Q1 2023 | $1,126 | +12.8% | 17,308 | 0.0% | 0.06% | -11.3% |
| Q4 2022 | $998 | -99.9% | 17,308 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $998,000 | -6.6% | 17,308 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $1,069,000 | -13.7% | 17,308 | -2.7% | 0.06% | -6.2% |
| Q1 2022 | $1,239,000 | -9.6% | 17,794 | -9.1% | 0.06% | -5.9% |
| Q4 2021 | $1,371,000 | +27.7% | 19,577 | +19.6% | 0.07% | +7.9% |
| Q3 2021 | $1,074,000 | – | 16,371 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 326,216 | $21,194,265 | 11.18% |
| FIRST CITIZENS BANK & TRUST CO | 4,101,477 | $266,473 | 8.07% |
| Arcadia Wealth Management, LLC | 140,249 | $9,111,971 | 8.00% |
| Simplicity Wealth,LLC | 138,276 | $8,983,809 | 7.93% |
| Mason & Associates Inc | 374,523 | $24,332,759 | 7.77% |
| Compton Wealth Advisory Group, LLC | 186,840 | $12,138,977 | 4.73% |
| Horst & Graben Wealth Management LLC | 237,735 | $15,446,000 | 4.04% |
| Strategic Equity Management | 127,073 | $8,255,978 | 3.17% |
| Peterson Financial Group, Inc. | 20,877 | $1,356,379 | 1.94% |
| TIAA, FSB | 7,363,799 | $478,426,021 | 1.88% |