ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,649 | -18.6% | 8,240 | -16.1% | 0.50% | -16.0% |
| Q2 2023 | $662,126 | -10.1% | 9,818 | -13.2% | 0.59% | -23.1% |
| Q1 2023 | $736,216 | -8.3% | 11,309 | -7.7% | 0.77% | -8.3% |
| Q4 2022 | $802,837 | -2.2% | 12,253 | -4.8% | 0.84% | -5.8% |
| Q3 2022 | $821,000 | -21.5% | 12,867 | -19.9% | 0.89% | -21.7% |
| Q2 2022 | $1,046,000 | -13.1% | 16,069 | -9.3% | 1.13% | +4.0% |
| Q1 2022 | $1,203,000 | -14.4% | 17,713 | -12.1% | 1.09% | -18.4% |
| Q4 2021 | $1,406,000 | – | 20,162 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |