ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 91 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,258 | -6.6% | 3,400 | -3.7% | 0.02% | -20.8% |
| Q2 2023 | $238,063 | -18.4% | 3,530 | -21.3% | 0.02% | -25.0% |
| Q1 2023 | $291,843 | -20.7% | 4,483 | -20.9% | 0.03% | -31.9% |
| Q4 2022 | $368,112 | +6.4% | 5,666 | -5.6% | 0.05% | -6.0% |
| Q3 2022 | $346,000 | -37.8% | 6,002 | -33.3% | 0.05% | -32.4% |
| Q2 2022 | $556,000 | -21.4% | 9,000 | -11.3% | 0.07% | -8.6% |
| Q1 2022 | $707,000 | -3.4% | 10,150 | -2.9% | 0.08% | -5.8% |
| Q4 2021 | $732,000 | -0.3% | 10,452 | -6.5% | 0.09% | -9.5% |
| Q3 2021 | $734,000 | -11.2% | 11,183 | -10.1% | 0.10% | -20.2% |
| Q2 2021 | $827,000 | – | 12,444 | – | 0.12% | – |
Download | ||||||
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% |