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 | $9,231,688 | -11.1% | 141,221 | -8.3% | 0.00% | 0.0% |
| Q2 2023 | $10,381,309 | -2.2% | 153,934 | -5.6% | 0.00% | 0.0% |
| Q1 2023 | $10,618,200 | -45.3% | 163,106 | -45.4% | 0.00% | -50.0% |
| Q4 2022 | $19,397,638 | +177.5% | 298,563 | +146.5% | 0.00% | +100.0% |
| Q3 2022 | $6,990,000 | -8.4% | 121,114 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $7,632,000 | -8.7% | 123,529 | +2.9% | 0.00% | 0.0% |
| Q1 2022 | $8,363,000 | -7.6% | 120,078 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $9,046,000 | +14.5% | 129,097 | +7.2% | 0.00% | 0.0% |
| Q3 2021 | $7,903,000 | +5.5% | 120,383 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $7,488,000 | +16.7% | 112,701 | +11.9% | 0.00% | 0.0% |
| Q1 2021 | $6,416,000 | +42.3% | 100,737 | +29.4% | 0.00% | 0.0% |
| Q4 2020 | $4,508,000 | +43.4% | 77,862 | +26.5% | 0.00% | 0.0% |
| Q3 2020 | $3,143,000 | +4.6% | 61,537 | -0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,006,000 | +12.8% | 61,564 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $2,664,000 | -90.7% | 60,393 | -87.7% | 0.00% | -85.7% |
| Q4 2019 | $28,703,000 | +625.4% | 490,570 | +579.1% | 0.01% | +600.0% |
| Q3 2019 | $3,957,000 | +3.1% | 72,238 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $3,839,000 | +1.2% | 71,048 | -1.6% | 0.00% | 0.0% |
| Q1 2019 | $3,795,000 | -41.1% | 72,207 | -46.4% | 0.00% | -50.0% |
| Q4 2018 | $6,441,000 | -53.6% | 134,757 | -48.1% | 0.00% | -33.3% |
| Q3 2018 | $13,885,000 | +8.5% | 259,740 | +3.3% | 0.00% | 0.0% |
| Q2 2018 | $12,796,000 | -0.3% | 251,423 | -1.2% | 0.00% | -25.0% |
| Q1 2018 | $12,832,000 | -22.2% | 254,387 | -19.2% | 0.00% | -20.0% |
| Q4 2017 | $16,495,000 | +4.2% | 314,666 | -0.7% | 0.01% | 0.0% |
| Q3 2017 | $15,825,000 | +1.5% | 316,780 | -0.7% | 0.01% | 0.0% |
| Q2 2017 | $15,588,000 | -49.4% | 318,892 | -50.1% | 0.01% | 0.0% |
| Q1 2017 | $30,812,000 | +32.9% | 639,666 | +29.7% | 0.01% | +25.0% |
| Q4 2016 | $23,176,000 | +136.4% | 493,108 | +122.3% | 0.00% | +33.3% |
| Q3 2016 | $9,804,000 | +3.6% | 221,865 | +1.7% | 0.00% | 0.0% |
| Q2 2016 | $9,460,000 | +3.9% | 218,159 | -0.2% | 0.00% | -25.0% |
| Q1 2016 | $9,104,000 | -5.3% | 218,574 | -5.1% | 0.00% | +33.3% |
| Q4 2015 | $9,610,000 | +10.1% | 230,353 | +3.1% | 0.00% | 0.0% |
| Q3 2015 | $8,729,000 | -10.2% | 223,400 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $9,717,000 | -56.4% | 222,499 | -56.9% | 0.00% | -62.5% |
| Q1 2015 | $22,294,000 | -5.5% | 516,060 | -2.6% | 0.01% | -11.1% |
| Q4 2014 | $23,581,000 | +11.4% | 529,670 | +7.0% | 0.01% | +12.5% |
| Q3 2014 | $21,160,000 | +1.5% | 495,108 | +1.8% | 0.01% | 0.0% |
| Q2 2014 | $20,844,000 | +3.0% | 486,447 | -1.7% | 0.01% | 0.0% |
| Q1 2014 | $20,229,000 | +2.9% | 494,736 | +1.3% | 0.01% | 0.0% |
| Q4 2013 | $19,657,000 | +50.6% | 488,491 | +37.0% | 0.01% | +33.3% |
| Q3 2013 | $13,054,000 | +23.5% | 356,469 | +20.8% | 0.01% | +20.0% |
| Q2 2013 | $10,567,000 | – | 295,188 | – | 0.01% | – |
Download | ||||||
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% |