ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,757,307 | +26.0% | 57,478 | +30.0% | 0.00% | – |
| Q2 2023 | $2,982,163 | +0.2% | 44,220 | -3.3% | 0.00% | – |
| Q1 2023 | $2,976,488 | +114866.7% | 45,716 | +14.7% | 0.00% | – |
| Q4 2022 | $2,589 | -99.7% | 39,849 | +161.2% | 0.00% | – |
| Q3 2022 | $880,000 | -7.6% | 15,257 | -1.0% | 0.00% | – |
| Q2 2022 | $952,000 | -15.5% | 15,414 | -4.6% | 0.00% | – |
| Q1 2022 | $1,126,000 | -2.8% | 16,160 | -2.2% | 0.00% | – |
| Q4 2021 | $1,158,000 | +5.0% | 16,528 | -1.7% | 0.00% | – |
| Q3 2021 | $1,103,000 | -0.6% | 16,808 | +0.6% | 0.00% | – |
| Q2 2021 | $1,110,000 | +1.1% | 16,711 | -3.1% | 0.00% | – |
| Q1 2021 | $1,098,000 | – | 17,242 | – | 0.00% | – |
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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% |