ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,685 | -3.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $33,720 | +3.2% | 500 | -0.4% | 0.02% | -4.8% |
| Q1 2023 | $32,683 | +0.2% | 502 | 0.0% | 0.02% | -12.5% |
| Q4 2022 | $32,618 | +12.5% | 502 | 0.0% | 0.02% | +14.3% |
| Q3 2022 | $29,000 | -6.5% | 502 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $31,000 | -11.4% | 502 | +0.4% | 0.02% | +4.8% |
| Q1 2022 | $35,000 | 0.0% | 500 | 0.0% | 0.02% | +10.5% |
| Q4 2021 | $35,000 | +6.1% | 500 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $33,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 500 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $32,000 | +23.1% | 500 | +10.1% | 0.02% | +10.5% |
| Q4 2020 | $26,000 | +13.0% | 454 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $23,000 | – | 454 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |