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 | $258,017 | -13.5% | 3,947 | -10.7% | 0.00% | – |
| Q2 2023 | $298,154 | -47.5% | 4,421 | -49.3% | 0.00% | – |
| Q1 2023 | $568,094 | +106.8% | 8,726 | +106.4% | 0.00% | – |
| Q4 2022 | $274,644 | +6.5% | 4,227 | -5.6% | 0.00% | – |
| Q3 2022 | $258,000 | -15.1% | 4,476 | -8.9% | 0.00% | – |
| Q2 2022 | $304,000 | -8.4% | 4,913 | +3.1% | 0.00% | – |
| Q1 2022 | $332,000 | -3.8% | 4,764 | -3.4% | 0.00% | – |
| Q4 2021 | $345,000 | +42.0% | 4,930 | +33.2% | 0.00% | – |
| Q3 2021 | $243,000 | +43.8% | 3,702 | +45.3% | 0.00% | – |
| Q2 2021 | $169,000 | +22.5% | 2,548 | +17.4% | 0.00% | – |
| Q1 2021 | $138,000 | +8.7% | 2,171 | -1.1% | 0.00% | – |
| Q4 2020 | $127,000 | +13.4% | 2,196 | +0.3% | 0.00% | – |
| Q3 2020 | $112,000 | -6.7% | 2,189 | -10.8% | 0.00% | – |
| Q2 2020 | $120,000 | +6.2% | 2,455 | -4.3% | 0.00% | – |
| Q1 2020 | $113,000 | -58.6% | 2,565 | -45.1% | 0.00% | – |
| Q4 2019 | $273,000 | +28.2% | 4,676 | +20.1% | 0.00% | – |
| Q3 2019 | $213,000 | -2.3% | 3,892 | -3.7% | 0.00% | – |
| Q2 2019 | $218,000 | -17.1% | 4,043 | -19.6% | 0.00% | – |
| Q1 2019 | $263,000 | +43.7% | 5,028 | +31.0% | 0.00% | – |
| Q4 2018 | $183,000 | -11.2% | 3,838 | +0.0% | 0.00% | – |
| Q3 2018 | $206,000 | 0.0% | 3,837 | -2.1% | 0.00% | – |
| Q4 2017 | $206,000 | – | 3,920 | – | 0.00% | – |
Download | ||||||
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% |