ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 112 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,664,116 | -4.2% | 285,515 | -1.2% | 0.01% | -14.3% |
| Q2 2023 | $19,482,337 | +2.1% | 288,884 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $19,084,260 | -2.1% | 293,153 | -2.3% | 0.01% | 0.0% |
| Q4 2022 | $19,488,012 | +8.6% | 299,954 | -3.6% | 0.01% | -12.5% |
| Q3 2022 | $17,948,000 | -4.0% | 311,002 | +2.8% | 0.01% | 0.0% |
| Q2 2022 | $18,693,000 | -0.9% | 302,566 | +11.7% | 0.01% | +33.3% |
| Q1 2022 | $18,869,000 | +0.8% | 270,913 | +1.4% | 0.01% | +20.0% |
| Q4 2021 | $18,723,000 | +4.6% | 267,206 | -2.0% | 0.01% | -16.7% |
| Q3 2021 | $17,903,000 | -0.9% | 272,701 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $18,060,000 | +7.4% | 271,817 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $16,813,000 | -9.7% | 263,964 | -18.0% | 0.01% | 0.0% |
| Q4 2020 | $18,629,000 | -56.9% | 321,751 | -62.0% | 0.01% | -62.5% |
| Q3 2020 | $43,213,000 | +3.9% | 846,160 | -0.6% | 0.02% | -11.1% |
| Q2 2020 | $41,575,000 | +0.0% | 851,425 | -9.6% | 0.02% | -10.0% |
| Q1 2020 | $41,562,000 | -33.5% | 942,245 | -11.8% | 0.02% | -9.1% |
| Q4 2019 | $62,541,000 | -2.3% | 1,068,896 | -8.5% | 0.02% | -12.0% |
| Q3 2019 | $64,025,000 | +7.8% | 1,168,822 | +6.3% | 0.02% | +8.7% |
| Q2 2019 | $59,402,000 | +0.1% | 1,099,221 | -2.7% | 0.02% | -8.0% |
| Q1 2019 | $59,361,000 | +1.6% | 1,129,386 | -7.6% | 0.02% | -7.4% |
| Q4 2018 | $58,439,000 | -4.3% | 1,222,579 | +7.0% | 0.03% | +12.5% |
| Q3 2018 | $61,066,000 | +2.4% | 1,142,278 | -2.5% | 0.02% | -7.7% |
| Q2 2018 | $59,635,000 | -1.2% | 1,171,800 | -2.1% | 0.03% | 0.0% |
| Q1 2018 | $60,374,000 | -5.0% | 1,196,858 | -1.3% | 0.03% | 0.0% |
| Q4 2017 | $63,564,000 | +2.9% | 1,212,598 | -1.9% | 0.03% | -10.3% |
| Q3 2017 | $61,779,000 | +2.5% | 1,236,675 | +0.3% | 0.03% | -6.5% |
| Q2 2017 | $60,296,000 | +2.3% | 1,233,545 | +0.8% | 0.03% | -3.1% |
| Q1 2017 | $58,969,000 | -0.4% | 1,224,190 | -2.8% | 0.03% | -3.0% |
| Q4 2016 | $59,206,000 | +0.1% | 1,259,692 | -5.9% | 0.03% | -5.7% |
| Q3 2016 | $59,127,000 | +0.2% | 1,338,017 | -1.7% | 0.04% | -5.4% |
| Q2 2016 | $59,012,000 | +4.1% | 1,360,877 | +0.0% | 0.04% | -2.6% |
| Q1 2016 | $56,676,000 | +0.0% | 1,360,758 | +0.2% | 0.04% | +2.7% |
| Q4 2015 | $56,674,000 | +7.1% | 1,358,402 | +0.3% | 0.04% | 0.0% |
| Q3 2015 | $52,923,000 | -9.8% | 1,354,577 | +0.8% | 0.04% | -5.1% |
| Q2 2015 | $58,681,000 | +4.1% | 1,343,544 | +2.9% | 0.04% | 0.0% |
| Q1 2015 | $56,396,000 | +1.1% | 1,305,472 | +4.2% | 0.04% | 0.0% |
| Q4 2014 | $55,791,000 | – | 1,253,171 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
| Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
| Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
| Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
| Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
| Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
| Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
| TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
| AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |