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 | $749,532 | +7.8% | 11,466 | +11.2% | 0.00% | 0.0% |
| Q2 2023 | $695,172 | +3.2% | 10,308 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $673,850 | +0.2% | 10,351 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $672,504 | +73.8% | 10,351 | +54.3% | 0.00% | +50.0% |
| Q3 2022 | $387,000 | -6.5% | 6,707 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $414,000 | -22.0% | 6,707 | -12.0% | 0.00% | 0.0% |
| Q1 2022 | $531,000 | -0.6% | 7,624 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $534,000 | +7.2% | 7,624 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -1.2% | 7,581 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $504,000 | +18.6% | 7,581 | +13.7% | 0.00% | 0.0% |
| Q1 2021 | $425,000 | -15.8% | 6,670 | -23.5% | 0.00% | 0.0% |
| Q4 2020 | $505,000 | – | 8,722 | – | 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% |