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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
| Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
| Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
| Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
| Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
| AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
| BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
| NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
| TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |