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 | $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 | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |