ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |