ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,170 | +511.0% | 1,257 | +507.2% | 0.00% | – |
| Q4 2022 | $13,449 | -89.2% | 207 | -88.5% | 0.00% | -100.0% |
| Q1 2022 | $125,000 | -45.4% | 1,797 | -45.1% | 0.00% | -50.0% |
| Q4 2021 | $229,000 | +387.2% | 3,272 | +355.1% | 0.00% | +100.0% |
| Q3 2021 | $47,000 | +193.8% | 719 | +206.0% | 0.00% | – |
| Q2 2021 | $16,000 | – | 235 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |