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 | $998,723 | -3.1% | 15,278 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,030,348 | +287.0% | 15,278 | +273.5% | 0.00% | – |
| Q1 2023 | $266,259 | +5.4% | 4,090 | +5.2% | 0.00% | – |
| Q4 2022 | $252,538 | +12.7% | 3,887 | 0.0% | 0.00% | – |
| Q3 2022 | $224,000 | -8.9% | 3,887 | -2.2% | 0.00% | – |
| Q2 2022 | $246,000 | +57.7% | 3,975 | +77.1% | 0.00% | – |
| Q1 2022 | $156,000 | -0.6% | 2,244 | 0.0% | 0.00% | – |
| Q4 2021 | $157,000 | 0.0% | 2,244 | -6.1% | 0.00% | – |
| Q3 2021 | $157,000 | -1.3% | 2,389 | 0.0% | 0.00% | – |
| Q2 2021 | $159,000 | +189.1% | 2,389 | +177.1% | 0.00% | – |
| Q1 2021 | $55,000 | +10.0% | 862 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +13.6% | 862 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | +4.8% | 862 | 0.0% | 0.00% | – |
| Q2 2020 | $42,000 | +10.5% | 862 | 0.0% | 0.00% | – |
| Q1 2020 | $38,000 | -86.4% | 862 | -82.0% | 0.00% | – |
| Q4 2019 | $280,000 | +6.5% | 4,794 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | +65.4% | 4,794 | +64.0% | 0.00% | – |
| Q2 2019 | $159,000 | +3.9% | 2,924 | 0.0% | 0.00% | – |
| Q1 2019 | $153,000 | +10.1% | 2,924 | 0.0% | 0.00% | – |
| Q4 2018 | $139,000 | +202.2% | 2,924 | +239.2% | 0.00% | – |
| Q3 2018 | $46,000 | +4.5% | 862 | 0.0% | 0.00% | – |
| Q2 2018 | $44,000 | +2.3% | 862 | 0.0% | 0.00% | – |
| Q1 2018 | $43,000 | -4.4% | 862 | 0.0% | 0.00% | – |
| Q4 2017 | $45,000 | +4.7% | 862 | 0.0% | 0.00% | – |
| Q3 2017 | $43,000 | +975.0% | 862 | +914.1% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | – | 85 | – | 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% |