ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 130 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,344 | -56.5% | 36 | -56.6% | 0.00% | – |
| Q4 2022 | $5,393 | +7.9% | 83 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 83 | -5.7% | 0.00% | – |
| Q2 2022 | $5,000 | +66.7% | 88 | +144.4% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | -50.0% | 36 | -55.6% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | +33.3% | 81 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | – | 81 | – | 0.00% | – |
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% |