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 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% |