ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 112 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,120,094 | +0.2% | 185,408 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $12,093,874 | +5.1% | 179,328 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $11,502,619 | -0.4% | 176,692 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $11,550,274 | -3.7% | 177,779 | -14.5% | 0.00% | 0.0% |
| Q3 2022 | $11,994,000 | -2.8% | 207,837 | +4.0% | 0.00% | 0.0% |
| Q2 2022 | $12,345,000 | -6.1% | 199,823 | +5.9% | 0.00% | 0.0% |
| Q1 2022 | $13,146,000 | +7.8% | 188,742 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $12,200,000 | +5.0% | 174,112 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $11,614,000 | +9.6% | 176,916 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $10,596,000 | +5.2% | 159,494 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $10,071,000 | -51.7% | 158,114 | -56.1% | 0.00% | -66.7% |
| Q4 2020 | $20,850,000 | +14.1% | 360,097 | +0.6% | 0.00% | +50.0% |
| Q3 2020 | $18,278,000 | +7.4% | 357,892 | +2.7% | 0.00% | -33.3% |
| Q2 2020 | $17,014,000 | +61.4% | 348,433 | +45.8% | 0.00% | +50.0% |
| Q1 2020 | $10,544,000 | -44.2% | 239,034 | -25.9% | 0.00% | -33.3% |
| Q4 2019 | $18,883,000 | +36.0% | 322,726 | +27.3% | 0.00% | +50.0% |
| Q3 2019 | $13,885,000 | -8.8% | 253,484 | -10.0% | 0.00% | 0.0% |
| Q2 2019 | $15,227,000 | +2.7% | 281,768 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $14,822,000 | +13.2% | 282,009 | +3.0% | 0.00% | 0.0% |
| Q4 2018 | $13,089,000 | -10.8% | 273,820 | -0.2% | 0.00% | 0.0% |
| Q3 2018 | $14,670,000 | +2.8% | 274,418 | -2.2% | 0.00% | 0.0% |
| Q2 2018 | $14,273,000 | +0.7% | 280,456 | -0.2% | 0.00% | 0.0% |
| Q1 2018 | $14,175,000 | -19.9% | 280,997 | -16.7% | 0.00% | -33.3% |
| Q4 2017 | $17,690,000 | +4.3% | 337,472 | -0.6% | 0.00% | 0.0% |
| Q3 2017 | $16,957,000 | +2.2% | 339,444 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,587,000 | +0.2% | 339,353 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $16,561,000 | +103.2% | 343,784 | +98.3% | 0.00% | +50.0% |
| Q4 2016 | $8,149,000 | +101.5% | 173,357 | +89.4% | 0.00% | +100.0% |
| Q3 2016 | $4,044,000 | -1.6% | 91,531 | -3.4% | 0.00% | 0.0% |
| Q2 2016 | $4,111,000 | +12.4% | 94,800 | +7.9% | 0.00% | 0.0% |
| Q1 2016 | $3,658,000 | +21.5% | 87,833 | +21.7% | 0.00% | 0.0% |
| Q4 2015 | $3,010,000 | +64.4% | 72,149 | +53.9% | 0.00% | – |
| Q3 2015 | $1,831,000 | -0.5% | 46,874 | +11.2% | 0.00% | -100.0% |
| Q2 2015 | $1,841,000 | +9.3% | 42,158 | +8.1% | 0.00% | 0.0% |
| Q1 2015 | $1,685,000 | -65.1% | 38,995 | -64.0% | 0.00% | -50.0% |
| Q4 2014 | $4,826,000 | -14.7% | 108,399 | -18.1% | 0.00% | 0.0% |
| Q3 2014 | $5,656,000 | -5.1% | 132,342 | -4.9% | 0.00% | 0.0% |
| Q2 2014 | $5,963,000 | +28.3% | 139,159 | +22.5% | 0.00% | 0.0% |
| Q1 2014 | $4,646,000 | -47.7% | 113,613 | -48.5% | 0.00% | -33.3% |
| Q4 2013 | $8,884,000 | -32.8% | 220,782 | -38.9% | 0.00% | -40.0% |
| Q3 2013 | $13,224,000 | -2.0% | 361,103 | -4.2% | 0.01% | -16.7% |
| Q2 2013 | $13,492,000 | – | 376,870 | – | 0.01% | – |
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% |