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 | $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% | – |
Download |
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% |