ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,336 | -17.7% | 112 | -15.2% | 0.01% | -12.5% |
Q2 2023 | $8,917 | -54.2% | 132 | -55.9% | 0.01% | -60.0% |
Q1 2023 | $19,480 | +0.4% | 299 | 0.0% | 0.02% | -4.8% |
Q4 2022 | $19,405 | -30.7% | 299 | -40.0% | 0.02% | -32.3% |
Q3 2022 | $28,000 | -12.5% | 498 | -4.8% | 0.03% | -6.1% |
Q2 2022 | $32,000 | – | 523 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |