ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,621,271 | +7.8% | 168,688 | +10.0% | 8.54% | +3.8% |
| Q1 2024 | $11,706,316 | +69.6% | 153,384 | +55.9% | 8.23% | +36.8% |
| Q4 2023 | $6,903,683 | +3.5% | 98,385 | -3.6% | 6.02% | -4.2% |
| Q3 2023 | $6,670,814 | -3.8% | 102,047 | -0.8% | 6.28% | -7.6% |
| Q2 2023 | $6,936,890 | – | 102,860 | – | 6.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |