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 | $2,907,196 | -1.2% | 44,473 | +1.9% | 0.09% | -7.2% |
| Q2 2023 | $2,943,281 | +67.2% | 43,643 | +61.4% | 0.10% | +54.0% |
| Q1 2023 | $1,760,234 | -1.8% | 27,039 | -2.0% | 0.06% | -11.3% |
| Q4 2022 | $1,793,093 | +323.9% | 27,599 | +276.6% | 0.07% | +294.4% |
| Q3 2022 | $423,000 | +21.2% | 7,329 | +30.4% | 0.02% | +20.0% |
| Q2 2022 | $349,000 | -12.1% | 5,621 | -1.7% | 0.02% | 0.0% |
| Q1 2022 | $397,000 | -2.9% | 5,721 | +0.0% | 0.02% | 0.0% |
| Q4 2021 | $409,000 | -6.2% | 5,720 | -12.6% | 0.02% | -21.1% |
| Q3 2021 | $436,000 | -24.4% | 6,545 | -24.2% | 0.02% | -32.1% |
| Q2 2021 | $577,000 | – | 8,632 | – | 0.03% | – |
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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% |