ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $414,000 | -32.2% | 6,690 | -23.8% | 0.32% | +13.0% |
| Q1 2022 | $611,000 | -5.6% | 8,775 | -4.9% | 0.28% | -4.4% |
| Q4 2021 | $647,000 | +4.9% | 9,231 | -1.8% | 0.30% | -6.0% |
| Q3 2021 | $617,000 | -9.3% | 9,397 | -8.2% | 0.32% | -7.8% |
| Q2 2021 | $680,000 | +3.2% | 10,235 | -1.1% | 0.34% | -3.9% |
| Q1 2021 | $659,000 | +10.8% | 10,354 | +0.8% | 0.36% | +10.2% |
| Q4 2020 | $595,000 | +11.0% | 10,273 | -2.2% | 0.32% | -0.3% |
| Q3 2020 | $536,000 | +11.0% | 10,501 | +6.1% | 0.33% | +7.2% |
| Q2 2020 | $483,000 | +14.2% | 9,899 | +3.1% | 0.30% | -2.9% |
| Q1 2020 | $423,000 | +7.1% | 9,601 | +42.1% | 0.31% | -12.8% |
| Q4 2019 | $395,000 | – | 6,757 | – | 0.36% | – |
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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% |