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 | $3,626,270 | -2.3% | 55,473 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $3,712,774 | +13.7% | 55,053 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $3,264,179 | +41.2% | 50,141 | +40.9% | 0.00% | 0.0% |
| Q4 2022 | $2,312,282 | +70.5% | 35,590 | +51.4% | 0.00% | – |
| Q3 2022 | $1,356,000 | -37.7% | 23,503 | -33.3% | 0.00% | – |
| Q2 2022 | $2,178,000 | +859.5% | 35,257 | +983.2% | 0.00% | – |
| Q1 2022 | $227,000 | -87.8% | 3,255 | -87.7% | 0.00% | – |
| Q4 2021 | $1,858,000 | -73.5% | 26,515 | -75.2% | 0.00% | -100.0% |
| Q3 2021 | $7,020,000 | +317.1% | 106,925 | +322.2% | 0.00% | – |
| Q2 2021 | $1,683,000 | +4.3% | 25,328 | 0.0% | 0.00% | – |
| Q1 2021 | $1,613,000 | +10.0% | 25,328 | 0.0% | 0.00% | – |
| Q4 2020 | $1,466,000 | -25.1% | 25,328 | -33.9% | 0.00% | -100.0% |
| Q3 2020 | $1,958,000 | +747.6% | 38,343 | +730.8% | 0.00% | – |
| Q3 2017 | $231,000 | – | 4,615 | – | 0.00% | – |
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% |