ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,370,563 | +0.2% | 128,049 | +3.4% | 0.26% | -8.0% |
| Q2 2023 | $8,352,309 | +13.6% | 123,848 | +9.7% | 0.29% | -2.4% |
| Q1 2023 | $7,352,012 | +87.3% | 112,934 | +86.9% | 0.29% | +47.2% |
| Q4 2022 | $3,924,838 | +48.5% | 60,410 | +31.9% | 0.20% | +30.1% |
| Q3 2022 | $2,643,000 | +16.8% | 45,805 | +25.1% | 0.15% | +18.6% |
| Q2 2022 | $2,263,000 | +23.2% | 36,623 | +38.8% | 0.13% | +41.8% |
| Q1 2022 | $1,837,000 | -17.8% | 26,377 | -17.3% | 0.09% | -15.0% |
| Q4 2021 | $2,236,000 | +281.6% | 31,907 | +257.5% | 0.11% | +224.2% |
| Q3 2021 | $586,000 | – | 8,924 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |