ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,822 | -3.1% | 4,250 | 0.0% | 0.16% | -1.9% |
| Q2 2023 | $286,620 | +3.6% | 4,250 | 0.0% | 0.16% | -5.4% |
| Q1 2023 | $276,675 | +0.2% | 4,250 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $276,123 | +12.6% | 4,250 | 0.0% | 0.17% | +3.6% |
| Q3 2022 | $245,268 | -6.6% | 4,250 | 0.0% | 0.17% | -2.9% |
| Q2 2022 | $262,565 | -11.3% | 4,250 | 0.0% | 0.17% | +1.2% |
| Q1 2022 | $296,013 | -0.6% | 4,250 | 0.0% | 0.17% | +5.6% |
| Q4 2021 | $297,798 | – | 4,250 | – | 0.16% | – |
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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% |