ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 115 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,238,072 | +6.2% | 187,212 | +9.6% | 2.38% | +9.7% |
| Q2 2023 | $11,521,339 | +91.6% | 170,838 | +85.0% | 2.17% | +78.6% |
| Q1 2023 | $6,012,044 | +6.7% | 92,351 | +6.5% | 1.21% | -0.5% |
| Q4 2022 | $5,636,408 | +43.2% | 86,754 | +27.2% | 1.22% | +21.3% |
| Q3 2022 | $3,935,000 | +92.7% | 68,182 | +106.3% | 1.01% | +92.0% |
| Q2 2022 | $2,042,000 | +582.9% | 33,045 | +671.0% | 0.52% | +659.4% |
| Q1 2022 | $299,000 | – | 4,286 | – | 0.07% | – |
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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% |