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 | $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 | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |