ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,616,714 | -1.6% | 21,608 | +0.4% | 0.01% | 0.0% |
| Q1 2024 | $1,642,632 | +9.7% | 21,522 | +0.9% | 0.01% | 0.0% |
| Q4 2023 | $1,497,309 | +8.7% | 21,338 | +1.3% | 0.01% | 0.0% |
| Q3 2023 | $1,377,120 | -2.9% | 21,066 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $1,417,963 | +109058.0% | 21,025 | +5.3% | 0.01% | -16.7% |
| Q1 2023 | $1,299 | +1.2% | 19,959 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $1,283 | -99.9% | 19,749 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $1,151,000 | -5.2% | 19,955 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $1,214,000 | -11.3% | 19,657 | +0.0% | 0.01% | -14.3% |
| Q1 2022 | $1,368,000 | -0.4% | 19,648 | +0.2% | 0.01% | +16.7% |
| Q4 2021 | $1,374,000 | +6.8% | 19,609 | +0.1% | 0.01% | -14.3% |
| Q3 2021 | $1,286,000 | +1.4% | 19,598 | +2.6% | 0.01% | 0.0% |
| Q2 2021 | $1,268,000 | +1096.2% | 19,098 | +1042.9% | 0.01% | +600.0% |
| Q1 2021 | $106,000 | +10.4% | 1,671 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $96,000 | +14.3% | 1,664 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $84,000 | +5.0% | 1,655 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $80,000 | +11.1% | 1,645 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $72,000 | +94.6% | 1,635 | +162.0% | 0.00% | – |
| Q4 2019 | $37,000 | +8.8% | 624 | +1.0% | 0.00% | – |
| Q3 2019 | $34,000 | +3.0% | 618 | +0.7% | 0.00% | – |
| Q2 2019 | $33,000 | +3.1% | 614 | +0.7% | 0.00% | – |
| Q1 2019 | $32,000 | – | 610 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |