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 | $994,264 | -1.7% | 15,115 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $1,011,495 | +3.9% | 15,115 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $973,254 | -2.3% | 15,115 | -1.4% | 0.08% | -8.0% |
| Q4 2022 | $995,664 | +7.3% | 15,325 | -3.5% | 0.09% | -2.2% |
| Q3 2022 | $928,000 | -2.5% | 15,875 | +3.6% | 0.09% | +1.1% |
| Q2 2022 | $952,000 | -13.7% | 15,325 | -1.6% | 0.09% | -8.3% |
| Q1 2022 | $1,103,000 | – | 15,580 | – | 0.10% | – |
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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% |