ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 112 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,458,440 | +4.5% | 144,691 | +7.8% | 3.56% | +15.0% |
| Q2 2023 | $9,052,032 | +5.3% | 134,223 | +1.7% | 3.10% | +1.3% |
| Q1 2023 | $8,593,291 | +4.1% | 132,001 | +3.9% | 3.06% | -3.4% |
| Q4 2022 | $8,255,978 | +8.4% | 127,073 | -3.7% | 3.17% | +0.4% |
| Q3 2022 | $7,614,000 | -4.5% | 131,934 | +2.2% | 3.15% | -23.8% |
| Q2 2022 | $7,975,000 | – | 129,079 | – | 4.14% | – |
Download | ||||||
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% |