ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 115 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,870,221 | -4.0% | 518,131 | -1.0% | 0.06% | -3.4% |
| Q2 2023 | $35,295,262 | +3.6% | 523,358 | -0.0% | 0.06% | 0.0% |
| Q1 2023 | $34,071,061 | +1.3% | 523,365 | +1.1% | 0.06% | 0.0% |
| Q4 2022 | $33,636,464 | +30.1% | 517,723 | +15.6% | 0.06% | +18.0% |
| Q3 2022 | $25,848,000 | -21.9% | 447,894 | -16.4% | 0.05% | -18.0% |
| Q2 2022 | $33,117,000 | -14.4% | 536,048 | -3.5% | 0.06% | 0.0% |
| Q1 2022 | $38,673,000 | -9.6% | 555,238 | -9.0% | 0.06% | -6.2% |
| Q4 2021 | $42,759,000 | +19.8% | 610,232 | +12.3% | 0.06% | +10.2% |
| Q3 2021 | $35,679,000 | -2.6% | 543,464 | -1.4% | 0.06% | -1.7% |
| Q2 2021 | $36,616,000 | +25.4% | 551,105 | +20.3% | 0.06% | +17.6% |
| Q1 2021 | $29,189,000 | -0.2% | 458,278 | -9.3% | 0.05% | -8.9% |
| Q4 2020 | $29,256,000 | +81.7% | 505,271 | +60.3% | 0.06% | +60.0% |
| Q3 2020 | $16,100,000 | +23.9% | 315,267 | +18.5% | 0.04% | +20.7% |
| Q2 2020 | $12,990,000 | +7.7% | 266,022 | -2.7% | 0.03% | -9.4% |
| Q1 2020 | $12,056,000 | -18.0% | 273,335 | +8.7% | 0.03% | +6.7% |
| Q4 2019 | $14,711,000 | +28.7% | 251,434 | +20.5% | 0.03% | -84.7% |
| Q3 2019 | $11,427,000 | -18.7% | 208,609 | -19.8% | 0.20% | -19.3% |
| Q2 2019 | $14,056,000 | +0.2% | 260,108 | -2.5% | 0.24% | -2.8% |
| Q1 2019 | $14,022,000 | -9.6% | 266,776 | -17.8% | 0.25% | -21.4% |
| Q4 2018 | $15,513,000 | +4.7% | 324,544 | +17.1% | 0.32% | +19.5% |
| Q3 2018 | $14,815,000 | +9.7% | 277,115 | +4.4% | 0.27% | +3.5% |
| Q2 2018 | $13,505,000 | +12.4% | 265,361 | +11.5% | 0.26% | +12.2% |
| Q1 2018 | $12,010,000 | -3.7% | 238,067 | +0.1% | 0.23% | -1.7% |
| Q4 2017 | $12,471,000 | +26.3% | 237,896 | +20.4% | 0.23% | +21.4% |
| Q3 2017 | $9,874,000 | +0.9% | 197,660 | -1.3% | 0.19% | -1.0% |
| Q2 2017 | $9,785,000 | +4.3% | 200,184 | +2.8% | 0.19% | +2.6% |
| Q1 2017 | $9,382,000 | +5.8% | 194,765 | +3.2% | 0.19% | +4.4% |
| Q4 2016 | $8,868,000 | -13.6% | 188,679 | -18.8% | 0.18% | -14.2% |
| Q3 2016 | $10,264,000 | +2.9% | 232,274 | +0.9% | 0.21% | +0.5% |
| Q2 2016 | $9,978,000 | +14.8% | 230,093 | +10.3% | 0.21% | -6.7% |
| Q1 2016 | $8,690,000 | +8.3% | 208,642 | +8.4% | 0.22% | +8.2% |
| Q4 2015 | $8,026,000 | +8.1% | 192,389 | +1.2% | 0.21% | +7.8% |
| Q3 2015 | $7,428,000 | -29.8% | 190,126 | -21.6% | 0.19% | -32.5% |
| Q2 2015 | $10,586,000 | +7.8% | 242,391 | +6.6% | 0.29% | +1.4% |
| Q1 2015 | $9,821,000 | +4.0% | 227,356 | +7.2% | 0.28% | +1.8% |
| Q4 2014 | $9,444,000 | +10.5% | 212,127 | +6.0% | 0.28% | +7.4% |
| Q3 2014 | $8,550,000 | +596.8% | 200,051 | +598.6% | 0.26% | +597.3% |
| Q2 2014 | $1,227,000 | +5.8% | 28,635 | +1.0% | 0.04% | 0.0% |
| Q1 2014 | $1,160,000 | +14.3% | 28,364 | +12.4% | 0.04% | +12.1% |
| Q4 2013 | $1,015,000 | +44.8% | 25,232 | +31.8% | 0.03% | +32.0% |
| Q3 2013 | $701,000 | – | 19,150 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,392,944 | $253,517,000 | 8.32% |
| Mason & Associates Inc | 382,817 | $22,092,000 | 7.82% |
| Compton Wealth Advisory Group, LLC | 180,256 | $10,403,000 | 4.42% |
| Horst & Graben Wealth Management LLC | 245,534 | $14,170,000 | 4.02% |
| Strategic Equity Management | 131,934 | $7,614,000 | 3.15% |
| TIAA, FSB | 7,564,695 | $436,559,000 | 1.87% |
| Peterson Financial Group, Inc. | 22,739 | $1,312,000 | 1.10% |
| Global Wealth Management Investment Advisory, Inc. | 52,219 | $3,014,000 | 1.07% |
| 9258 Wealth Management, LLC | 68,182 | $3,935,000 | 1.01% |
| BRYN MAWR TRUST Co | 338,429 | $19,531,000 | 0.95% |