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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $291,756 | +1.5% | 3,768 | 0.0% | 0.01% | +8.3% |
| Q1 2024 | $287,574 | +8.8% | 3,768 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $264,401 | -45.5% | 3,768 | -51.1% | 0.01% | -53.3% |
| Q3 2023 | $485,002 | -6.6% | 7,707 | 0.0% | 0.03% | +30.4% |
| Q2 2023 | $519,452 | +1.4% | 7,707 | 0.0% | 0.02% | -52.1% |
| Q1 2023 | $512,361 | +0.2% | 7,707 | 0.0% | 0.05% | -7.7% |
| Q4 2022 | $511,205 | +6.1% | 7,707 | 0.0% | 0.05% | -3.7% |
| Q3 2022 | $482,000 | -1.2% | 7,707 | 0.0% | 0.05% | -19.4% |
| Q2 2022 | $488,000 | -8.8% | 7,707 | 0.0% | 0.07% | -1.5% |
| Q1 2022 | $535,000 | -12.9% | 7,707 | -14.3% | 0.07% | -9.3% |
| Q4 2021 | $614,000 | -1.8% | 8,989 | 0.0% | 0.08% | +8.7% |
| Q3 2021 | $625,000 | +4.0% | 8,989 | 0.0% | 0.07% | -17.9% |
| Q2 2021 | $601,000 | – | 8,989 | – | 0.08% | – |
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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% |