ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $547,664,392 | +6.8% | 8,120,765 | +3.1% | 1.98% | +4.2% |
| Q1 2023 | $512,754,551 | +7.2% | 7,876,414 | +7.0% | 1.90% | +1.1% |
| Q4 2022 | $478,426,021 | +9.6% | 7,363,799 | -2.7% | 1.88% | +0.5% |
| Q3 2022 | $436,559,000 | -2.5% | 7,564,695 | +4.4% | 1.87% | +6.1% |
| Q2 2022 | $447,683,000 | +40.0% | 7,246,403 | +57.4% | 1.76% | +59.0% |
| Q1 2022 | $319,857,000 | +10.3% | 4,602,991 | +10.9% | 1.11% | +16.5% |
| Q4 2021 | $289,942,000 | +8.8% | 4,148,716 | +2.2% | 0.95% | +2.9% |
| Q3 2021 | $266,540,000 | +13.1% | 4,060,015 | +14.4% | 0.93% | +14.5% |
| Q2 2021 | $235,755,000 | +0.3% | 3,548,396 | -3.9% | 0.81% | -3.8% |
| Q1 2021 | $235,073,000 | +103.3% | 3,690,674 | +84.8% | 0.84% | +93.8% |
| Q4 2020 | $115,645,000 | +15.5% | 1,997,321 | +1.9% | 0.43% | -2.9% |
| Q3 2020 | $100,093,000 | +7.2% | 1,959,930 | +2.5% | 0.45% | +0.4% |
| Q2 2020 | $93,385,000 | +63.8% | 1,912,448 | +47.9% | 0.44% | +35.3% |
| Q1 2020 | $57,019,000 | +87.5% | 1,292,654 | +148.8% | 0.33% | +125.3% |
| Q4 2019 | $30,403,000 | +11.8% | 519,615 | +4.7% | 0.15% | +3.5% |
| Q3 2019 | $27,185,000 | +12.0% | 496,281 | +10.5% | 0.14% | +5.2% |
| Q2 2019 | $24,278,000 | +23.5% | 449,259 | +20.1% | 0.13% | -15.2% |
| Q1 2019 | $19,666,000 | – | 374,168 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |