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 | $216,048 | -3.1% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $222,889 | +3.6% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $215,156 | +0.2% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $214,726 | +12.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $191,000 | -6.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -11.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $230,000 | -0.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $232,000 | +6.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $217,000 | -1.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $220,000 | +4.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $211,000 | +10.5% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $191,000 | +13.0% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $169,000 | +5.0% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $161,000 | +10.3% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $146,000 | -24.4% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $193,000 | +6.6% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $181,000 | +1.1% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $179,000 | +2.9% | 3,305 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $174,000 | – | 3,305 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |