ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,107,084 | -4.2% | 185,209 | -1.1% | 2.98% | -1.2% |
| Q2 2023 | $12,634,000 | -2.6% | 187,332 | -6.0% | 3.01% | -6.3% |
| Q1 2023 | $12,973,000 | -16.0% | 199,285 | -16.2% | 3.22% | -20.4% |
| Q4 2022 | $15,446,000 | +9.0% | 237,735 | -3.2% | 4.04% | +0.6% |
| Q3 2022 | $14,170,000 | -10.7% | 245,534 | -4.4% | 4.02% | -6.7% |
| Q2 2022 | $15,864,000 | -13.3% | 256,782 | -2.2% | 4.31% | -3.6% |
| Q1 2022 | $18,288,000 | -12.9% | 262,564 | -12.3% | 4.47% | -14.9% |
| Q4 2021 | $20,988,000 | -1.9% | 299,530 | -8.0% | 5.25% | -10.9% |
| Q3 2021 | $21,385,000 | -4.5% | 325,742 | -3.3% | 5.89% | -5.7% |
| Q2 2021 | $22,389,000 | -27.5% | 336,987 | -30.5% | 6.25% | -35.7% |
| Q1 2021 | $30,869,000 | -8.3% | 484,646 | -16.7% | 9.72% | -16.3% |
| Q4 2020 | $33,681,000 | +0.8% | 581,718 | -11.1% | 11.61% | -10.5% |
| Q3 2020 | $33,402,000 | -13.8% | 654,051 | -17.5% | 12.96% | -23.8% |
| Q2 2020 | $38,732,000 | +12.2% | 793,196 | +1.3% | 17.00% | -6.4% |
| Q1 2020 | $34,533,000 | – | 782,888 | – | 18.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |