ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,079 | -3.1% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $255,935 | +3.6% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $247,055 | +0.2% | 3,795 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $246,561 | +12.6% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $219,000 | -6.4% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $234,000 | -11.4% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $264,000 | -0.8% | 3,795 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $266,000 | +6.8% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $249,000 | -1.2% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $252,000 | +4.1% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $242,000 | +10.0% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $220,000 | +7.3% | 3,795 | -5.6% | 0.01% | 0.0% |
| Q3 2020 | $205,000 | -12.8% | 4,022 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $235,000 | +6.8% | 4,022 | 0.0% | 0.01% | -37.5% |
| Q3 2019 | $220,000 | +1.4% | 4,022 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $217,000 | +2.8% | 4,022 | 0.0% | 0.01% | +100.0% |
| Q1 2019 | $211,000 | -72.1% | 4,022 | -73.2% | 0.00% | -84.6% |
| Q1 2018 | $756,000 | -4.8% | 14,982 | -1.0% | 0.03% | -7.1% |
| Q4 2017 | $794,000 | +2.8% | 15,140 | -2.0% | 0.03% | 0.0% |
| Q3 2017 | $772,000 | +11.2% | 15,455 | +8.9% | 0.03% | +12.0% |
| Q2 2017 | $694,000 | +4.2% | 14,195 | +2.7% | 0.02% | +8.7% |
| Q1 2017 | $666,000 | 0.0% | 13,820 | -2.5% | 0.02% | -8.0% |
| Q4 2016 | $666,000 | +24.0% | 14,175 | +16.7% | 0.02% | +38.9% |
| Q3 2016 | $537,000 | +24.6% | 12,145 | +22.1% | 0.02% | +63.6% |
| Q2 2016 | $431,000 | – | 9,950 | – | 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% |