ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 Asset Management, Inc. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |