ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 59 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,627 | -56.8% | 3,323 | -62.4% | 0.00% | -66.7% |
| Q1 2023 | $575,224 | +0.2% | 8,836 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $574,075 | +12.6% | 8,836 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $510,000 | -6.6% | 8,836 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $546,000 | -11.2% | 8,836 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $615,000 | +0.2% | 8,836 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $614,000 | +6.8% | 8,757 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $575,000 | -1.2% | 8,757 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $582,000 | +4.3% | 8,757 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $558,000 | +10.9% | 8,757 | +0.8% | 0.01% | +9.1% |
| Q4 2020 | $503,000 | +13.3% | 8,691 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $444,000 | +4.7% | 8,691 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $424,000 | +11.9% | 8,691 | +1.2% | 0.01% | -14.3% |
| Q1 2020 | $379,000 | -24.5% | 8,587 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $502,000 | – | 8,587 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Simplicity Solutions, LLC | 1,486,157 | $80,312,000 | 3.44% |
| Global Wealth Management Investment Advisory, Inc. | 122,092 | $6,598,000 | 3.19% |
| PACIFIC FINANCIAL GROUP INC | 498,476 | $26,200,000 | 3.16% |
| AE Wealth Management LLC | 1,521,985 | $82,248,000 | 2.47% |
| TRUIST FINANCIAL CORP | 260,108 | $14,056,000 | 0.24% |
| GenWealth Group, Inc. | 8,939 | $489,000 | 0.21% |
| MONEYWISE, INC. | 4,358 | $236,000 | 0.18% |
| TIAA, FSB | 449,259 | $24,278,000 | 0.13% |
| Mosaic Family Wealth, LLC | 3,858 | $208,000 | 0.09% |
| DARRELL & KING LLC | 5,905 | $319,000 | 0.06% |