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 | $57,918 | -3.1% | 886 | 0.0% | 0.00% | – |
Q2 2023 | $59,752 | -34.1% | 886 | -36.4% | 0.00% | – |
Q1 2023 | $90,619 | +57.4% | 1,392 | +57.1% | 0.00% | – |
Q4 2022 | $57,563 | +12.9% | 886 | 0.0% | 0.00% | – |
Q3 2022 | $51,000 | -7.3% | 886 | 0.0% | 0.00% | – |
Q2 2022 | $55,000 | -11.3% | 886 | 0.0% | 0.00% | – |
Q1 2022 | $62,000 | 0.0% | 886 | 0.0% | 0.00% | – |
Q4 2021 | $62,000 | – | 886 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,168,793 | $290,357,000 | 11.28% |
Compton Wealth Advisory Group, LLC | 188,487 | $13,128,000 | 5.06% |
Mason & Associates Inc | 228,475 | $15,913,000 | 4.86% |
Horst & Graben Wealth Management LLC | 262,564 | $18,288,000 | 4.47% |
Proficio Capital Partners LLC | 265,108 | $18,291,000 | 2.73% |
Global Wealth Management Investment Advisory, Inc. | 90,779 | $6,323,000 | 1.88% |
Peterson Financial Group, Inc. | 24,646 | $1,716,000 | 1.26% |
TIAA, FSB | 4,602,991 | $319,857,000 | 1.11% |
AE Wealth Management LLC | 2,295,334 | $159,870,000 | 1.10% |
MARIPAU WEALTH MANAGEMENT LLC | 17,713 | $1,203,000 | 1.09% |