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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,075,399 | -88.6% | 15,326 | -89.4% | 1.21% | -66.0% |
| 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 Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |