ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,229,367 | -4.7% | 16,431 | -2.8% | 0.00% | – |
| Q1 2024 | $1,290,648 | -61.1% | 16,911 | -64.3% | 0.00% | -100.0% |
| Q4 2023 | $3,320,304 | -8.4% | 47,318 | -14.7% | 0.00% | 0.0% |
| 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 | +170422.3% | 35,590 | +51.4% | 0.00% | – |
| Q3 2022 | $1,356 | -37.7% | 23,503 | -33.3% | 0.00% | -100.0% |
| Q2 2022 | $2,178 | -99.0% | 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 Asset Management, Inc. | 539,886 | $40,394,262 | 15.05% |
| FIRST CITIZENS BANK & TRUST CO | 6,651,811 | $497,688,499 | 9.39% |
| Peterson Financial Group, Inc. | 19,166 | $1,434,031 | 8.74% |
| Kingdom Financial Group LLC. | 168,688 | $12,621,271 | 8.54% |
| Pegasus Partners Ltd. | 771,512 | $57,724,534 | 5.82% |
| Compton Wealth Advisory Group, LLC | 252,047 | $18,858,186 | 5.03% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,333,642 | $773,163,094 | 2.39% |
| Family Wealth Group, LLC | 31,318 | $2,343,195 | 2.32% |
| 9258 Wealth Management, LLC | 194,937 | $14,585,200 | 2.24% |
| Horst & Graben Wealth Management LLC | 156,008 | $11,672,515 | 2.23% |