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 ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
| FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
| Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
| Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
| Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
| Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
| Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
| Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
| Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
| 9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |