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 | $500,277 | -6.2% | 7,653 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $533,316 | +3.6% | 7,908 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $514,811 | +0.2% | 7,908 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $513,783 | +12.4% | 7,908 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $457,000 | -6.4% | 7,908 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $488,000 | -32.1% | 7,908 | -23.5% | 0.01% | -25.0% |
| Q1 2022 | $719,000 | -0.7% | 10,340 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $724,000 | +6.6% | 10,340 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $679,000 | +35.3% | 10,340 | +37.1% | 0.01% | +40.0% |
| Q2 2021 | $502,000 | +52.1% | 7,543 | +45.6% | 0.01% | +25.0% |
| Q1 2021 | $330,000 | – | 5,179 | – | 0.00% | – |
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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% |