PARK AVENUE SECURITIES LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 199 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PARK AVENUE SECURITIES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,436
+0.5%
38,910
+6.8%
0.05%
-5.3%
Q1 2024$4,414
+11.7%
36,424
+7.0%
0.06%
+3.6%
Q4 2023$3,951
+17.5%
34,049
+1.4%
0.06%
+5.8%
Q3 2023$3,362
+1.3%
33,589
+10.6%
0.05%
-1.9%
Q2 2023$3,320
+32.7%
30,372
+26.9%
0.05%
+23.3%
Q1 2023$2,502
-99.9%
23,936
+10.6%
0.04%
+4.9%
Q4 2022$2,333,000
-99.9%
21,639
+26.7%
0.04%
+17.1%
Q3 2022$1,765,000,000
+123499.4%
17,073
+24.3%
0.04%
+25.0%
Q2 2022$1,428,000
-17.5%
13,737
+2.3%
0.03%
-6.7%
Q1 2022$1,731,000
-99.9%
13,430
+13.7%
0.03%
+3.4%
Q4 2021$1,651,000,000
+153911.2%
11,814
+59.0%
0.03%
+31.8%
Q3 2021$1,072,000
+13.7%
7,431
+20.2%
0.02%
+10.0%
Q2 2021$943,000
+16.3%
6,182
+12.0%
0.02%0.0%
Q1 2021$811,000
+86.4%
5,518
+50.5%
0.02%
+66.7%
Q4 2020$435,000
+32.6%
3,666
+1.1%
0.01%
+9.1%
Q3 2020$328,000
+18.4%
3,625
+14.1%
0.01%
+10.0%
Q2 2020$277,0003,1760.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
One Capital Management, LLC 153,912$13,687,0004.02%
JUNCTURE WEALTH STRATEGIES, LLC 60,894$5,415,0003.11%
MONROE BANK & TRUST/MI 101,822$9,055,0003.00%
Efficient Advisors, LLC 205,809$18,303,0002.69%
Parkside Advisors LLC 41,621$3,701,0002.64%
WESCAP Management Group, Inc. 43,247$3,845,0001.81%
BOK Financial Private Wealth, Inc. 119,489$10,626,0001.53%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 34,858$3,100,0001.37%
SMITH, MOORE & CO. 41,393$3,681,0001.23%
REGENTATLANTIC CAPITAL LLC 141,212$12,558,0001.14%
View complete list of ISHARES TR shareholders