ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,599 | -3.1% | 5,348 | 0.0% | 0.00% | – |
| Q2 2023 | $360,669 | +3.6% | 5,348 | 0.0% | 0.00% | – |
| Q1 2023 | $348,155 | +0.2% | 5,348 | 0.0% | 0.00% | – |
| Q4 2022 | $347,460 | +12.4% | 5,348 | 0.0% | 0.00% | – |
| Q3 2022 | $309,000 | -6.4% | 5,348 | 0.0% | 0.00% | – |
| Q2 2022 | $330,000 | -23.8% | 5,348 | -14.0% | 0.00% | – |
| Q1 2022 | $433,000 | -6.7% | 6,222 | -6.0% | 0.00% | – |
| Q4 2021 | $464,000 | +3.1% | 6,622 | -3.5% | 0.00% | – |
| Q3 2021 | $450,000 | -1.3% | 6,859 | 0.0% | 0.00% | – |
| Q2 2021 | $456,000 | -30.1% | 6,859 | -33.0% | 0.00% | – |
| Q1 2021 | $652,000 | +8.7% | 10,244 | -1.1% | 0.00% | – |
| Q4 2020 | $600,000 | -17.0% | 10,362 | -26.8% | 0.00% | – |
| Q3 2020 | $723,000 | -21.0% | 14,152 | -20.3% | 0.00% | – |
| Q2 2020 | $915,000 | +16.7% | 17,764 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $784,000 | -33.7% | 17,764 | -12.0% | 0.00% | 0.0% |
| Q4 2019 | $1,182,000 | +195.5% | 20,196 | +176.8% | 0.00% | – |
| Q3 2019 | $400,000 | – | 7,296 | – | 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% |