ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 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% |