ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,873 | -3.1% | 14,637 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $987,173 | -0.1% | 14,637 | -3.6% | 0.06% | -7.9% |
| Q1 2023 | $988,433 | +0.3% | 15,183 | +0.1% | 0.06% | -11.3% |
| Q4 2022 | $985,528 | +12.4% | 15,169 | -0.2% | 0.07% | 0.0% |
| Q3 2022 | $877,000 | -99.9% | 15,207 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $939,545,000 | +88703.9% | 15,207 | +0.1% | 0.07% | +1.4% |
| Q1 2022 | $1,058,000 | -0.5% | 15,195 | +0.1% | 0.07% | +1.4% |
| Q4 2021 | $1,063,000 | +6.9% | 15,183 | +0.2% | 0.07% | -2.8% |
| Q3 2021 | $994,000 | -1.2% | 15,153 | 0.0% | 0.07% | -12.3% |
| Q2 2021 | $1,006,000 | +3.9% | 15,153 | -0.3% | 0.08% | 0.0% |
| Q1 2021 | $968,000 | +10.0% | 15,206 | 0.0% | 0.08% | -16.5% |
| Q4 2020 | $880,000 | – | 15,206 | – | 0.10% | – |
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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% |