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 | $14,906,386 | +32.0% | 228,031 | +36.2% | 0.16% | +28.1% |
| Q2 2023 | $11,289,793 | -8.7% | 167,405 | -11.9% | 0.13% | -17.4% |
| Q1 2023 | $12,366,526 | +4.6% | 189,962 | +4.4% | 0.16% | -51.4% |
| Q4 2022 | $11,824,280 | +813.8% | 181,996 | +711.7% | 0.32% | +1419.0% |
| Q3 2022 | $1,294,000 | +346.2% | 22,421 | +377.0% | 0.02% | +320.0% |
| Q2 2022 | $290,000 | +13.7% | 4,700 | +29.0% | 0.01% | +25.0% |
| Q4 2021 | $255,000 | – | 3,644 | – | 0.00% | – |
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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% |