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 | $952,801 | +32.9% | 14,575 | +37.1% | 0.00% | 0.0% |
| Q2 2023 | $716,942 | -3.5% | 10,632 | -6.8% | 0.00% | 0.0% |
| Q1 2023 | $743,049 | -7.6% | 11,412 | -7.8% | 0.00% | -50.0% |
| Q4 2022 | $804,098 | -17.3% | 12,371 | -26.6% | 0.00% | 0.0% |
| Q3 2022 | $972,000 | -2.7% | 16,852 | +4.0% | 0.00% | 0.0% |
| Q2 2022 | $999,000 | -78.5% | 16,199 | -24.4% | 0.00% | -77.8% |
| Q1 2022 | $4,657,000 | +187.1% | 21,423 | -7.4% | 0.01% | +200.0% |
| Q4 2021 | $1,622,000 | -2.8% | 23,133 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $1,669,000 | +5.6% | 25,407 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $1,581,000 | -3.8% | 23,796 | -7.7% | 0.00% | -25.0% |
| Q1 2021 | $1,644,000 | -58.5% | 25,786 | -62.3% | 0.00% | -63.6% |
| Q4 2020 | $3,961,000 | +390.8% | 68,413 | +332.9% | 0.01% | +450.0% |
| Q3 2020 | $807,000 | +23.4% | 15,804 | +18.0% | 0.00% | 0.0% |
| Q2 2020 | $654,000 | +83.7% | 13,390 | +65.9% | 0.00% | +100.0% |
| Q1 2020 | $356,000 | – | 8,069 | – | 0.00% | – |
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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% |