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 | $10,408,905 | +0.1% | 159,231 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $10,395,822 | +5.4% | 154,150 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $9,858,972 | +6.7% | 151,443 | +6.5% | 0.00% | 0.0% |
| Q4 2022 | $9,240,814 | +54.1% | 142,232 | +36.8% | 0.00% | +50.0% |
| Q3 2022 | $5,998,000 | -4.7% | 103,933 | +2.0% | 0.00% | 0.0% |
| Q2 2022 | $6,292,000 | -4.6% | 101,848 | +7.5% | 0.00% | 0.0% |
| Q1 2022 | $6,598,000 | +3.9% | 94,727 | +4.5% | 0.00% | 0.0% |
| Q4 2021 | $6,349,000 | +9.9% | 90,611 | +3.0% | 0.00% | +100.0% |
| Q3 2021 | $5,775,000 | +2.4% | 87,967 | +3.6% | 0.00% | 0.0% |
| Q2 2021 | $5,640,000 | +14.9% | 84,880 | +10.1% | 0.00% | 0.0% |
| Q1 2021 | $4,909,000 | +48.7% | 77,073 | +35.2% | 0.00% | 0.0% |
| Q4 2020 | $3,301,000 | +26.6% | 57,007 | +11.7% | 0.00% | 0.0% |
| Q3 2020 | $2,607,000 | +7.5% | 51,047 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $2,424,000 | -91.2% | 49,636 | -92.0% | 0.00% | -90.0% |
| Q1 2020 | $27,486,000 | -17.6% | 623,125 | +9.4% | 0.01% | +11.1% |
| Q4 2019 | $33,337,000 | +2.9% | 569,771 | -3.7% | 0.01% | 0.0% |
| Q3 2019 | $32,402,000 | -2.1% | 591,521 | -3.5% | 0.01% | 0.0% |
| Q2 2019 | $33,112,000 | +4.1% | 612,738 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $31,793,000 | +4.2% | 604,892 | -5.3% | 0.01% | -10.0% |
| Q4 2018 | $30,519,000 | -3.8% | 638,493 | +7.5% | 0.01% | +11.1% |
| Q3 2018 | $31,741,000 | +3.9% | 593,724 | -1.1% | 0.01% | 0.0% |
| Q2 2018 | $30,544,000 | +4.8% | 600,171 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $29,149,000 | -2.2% | 577,844 | +1.6% | 0.01% | 0.0% |
| Q4 2017 | $29,799,000 | +5.8% | 568,469 | +0.9% | 0.01% | 0.0% |
| Q3 2017 | $28,154,000 | +5.5% | 563,568 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $26,696,000 | +1.9% | 546,158 | +0.4% | 0.01% | 0.0% |
| Q1 2017 | $26,209,000 | +1.8% | 544,089 | -0.7% | 0.01% | 0.0% |
| Q4 2016 | $25,747,000 | +3360.6% | 547,803 | +3155.3% | 0.01% | – |
| Q3 2016 | $744,000 | +7.5% | 16,828 | +5.5% | 0.00% | – |
| Q2 2016 | $692,000 | +41.5% | 15,957 | +35.8% | 0.00% | – |
| Q1 2016 | $489,000 | +3975.0% | 11,753 | +3830.8% | 0.00% | – |
| Q4 2015 | $12,000 | 0.0% | 299 | +0.3% | 0.00% | – |
| Q3 2015 | $12,000 | -7.7% | 298 | -0.3% | 0.00% | – |
| Q2 2015 | $13,000 | -50.0% | 299 | -52.1% | 0.00% | – |
| Q1 2015 | $26,000 | +85.7% | 624 | +100.6% | 0.00% | – |
| Q4 2014 | $14,000 | +7.7% | 311 | -0.3% | 0.00% | – |
| Q3 2014 | $13,000 | -75.9% | 312 | -75.5% | 0.00% | – |
| Q2 2014 | $54,000 | +74.2% | 1,272 | +68.3% | 0.00% | – |
| Q1 2014 | $31,000 | +138.5% | 756 | +143.1% | 0.00% | – |
| Q4 2013 | $13,000 | +18.2% | 311 | -0.3% | 0.00% | – |
| Q3 2013 | $11,000 | 0.0% | 312 | +4.3% | 0.00% | – |
| Q2 2013 | $11,000 | – | 299 | – | 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% |