ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,142 | -19.4% | 63,363 | -16.9% | 0.02% | -17.9% |
| Q2 2023 | $5,142 | -8.0% | 76,247 | -11.2% | 0.03% | -30.0% |
| Q1 2023 | $5,588 | -55.7% | 85,831 | -55.8% | 0.04% | -51.8% |
| Q4 2022 | $12,624 | -99.9% | 194,301 | -17.9% | 0.08% | -20.2% |
| Q3 2022 | $13,656,000 | -4.4% | 236,630 | +2.3% | 0.10% | -4.6% |
| Q2 2022 | $14,284,000 | -2.7% | 231,204 | +9.7% | 0.11% | +4.8% |
| Q1 2022 | $14,675,000 | -0.1% | 210,699 | +0.5% | 0.10% | -1.9% |
| Q4 2021 | $14,697,000 | +13.7% | 209,750 | +6.6% | 0.11% | +2.9% |
| Q3 2021 | $12,923,000 | +14.5% | 196,851 | +15.9% | 0.10% | +8.4% |
| Q2 2021 | $11,288,000 | +9.2% | 169,890 | +4.7% | 0.10% | -4.0% |
| Q1 2021 | $10,334,000 | +34.5% | 162,239 | +22.2% | 0.10% | +20.7% |
| Q4 2020 | $7,684,000 | +30.6% | 132,720 | +15.2% | 0.08% | +10.8% |
| Q3 2020 | $5,883,000 | +7.9% | 115,191 | +3.1% | 0.07% | +1.4% |
| Q2 2020 | $5,454,000 | +31.0% | 111,697 | +18.3% | 0.07% | +1.4% |
| Q1 2020 | $4,164,000 | +32.5% | 94,396 | +75.8% | 0.07% | +60.0% |
| Q4 2019 | $3,142,000 | +39.1% | 53,698 | +30.2% | 0.04% | +25.0% |
| Q3 2019 | $2,259,000 | +12.8% | 41,233 | +11.2% | 0.04% | +24.1% |
| Q2 2019 | $2,003,000 | +55.4% | 37,069 | +51.1% | 0.03% | +45.0% |
| Q1 2019 | $1,289,000 | +494.0% | 24,531 | +505.6% | 0.02% | +400.0% |
| Q3 2018 | $217,000 | – | 4,051 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |