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 | $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 | 4,931,505 | $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% |