ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,007 | -99.8% | 13,355 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $495,136,088 | +25.3% | 7,341,876 | +20.9% | 0.22% | +15.3% |
| Q1 2023 | $395,214,398 | +37.5% | 6,070,882 | +37.2% | 0.19% | +27.5% |
| Q4 2022 | $287,420,358 | +4.9% | 4,423,893 | -6.8% | 0.15% | -4.5% |
| Q3 2022 | $274,074,000 | -25.6% | 4,749,168 | -20.3% | 0.16% | -24.3% |
| Q2 2022 | $368,322,000 | +18.2% | 5,961,828 | +33.3% | 0.21% | +31.2% |
| Q1 2022 | $311,595,000 | -2.1% | 4,473,732 | -1.5% | 0.16% | 0.0% |
| Q4 2021 | $318,285,000 | -2.5% | 4,542,383 | -8.7% | 0.16% | -12.3% |
| Q3 2021 | $326,495,000 | +2.3% | 4,973,266 | +3.5% | 0.18% | -1.1% |
| Q2 2021 | $319,233,000 | -8.4% | 4,804,832 | -12.2% | 0.18% | -19.9% |
| Q1 2021 | $348,576,000 | +12.5% | 5,472,706 | +2.3% | 0.23% | -3.4% |
| Q4 2020 | $309,770,000 | +101.5% | 5,350,079 | +77.8% | 0.23% | +72.1% |
| Q3 2020 | $153,697,000 | +109.1% | 3,009,533 | +100.0% | 0.14% | +88.9% |
| Q2 2020 | $73,487,000 | +11564.6% | 1,504,948 | +10430.0% | 0.07% | +7100.0% |
| Q1 2020 | $630,000 | -1.9% | 14,292 | +30.2% | 0.00% | 0.0% |
| Q4 2019 | $642,000 | +30.2% | 10,980 | +21.9% | 0.00% | 0.0% |
| Q3 2019 | $493,000 | +197.0% | 9,004 | +175.0% | 0.00% | – |
| Q2 2018 | $166,000 | +0.6% | 3,274 | 0.0% | 0.00% | – |
| Q1 2018 | $165,000 | -3.5% | 3,274 | 0.0% | 0.00% | – |
| Q4 2017 | $171,000 | +14.8% | 3,274 | +9.3% | 0.00% | – |
| Q3 2017 | $149,000 | -1.3% | 2,996 | -3.5% | 0.00% | – |
| Q2 2017 | $151,000 | +4.9% | 3,104 | +3.6% | 0.00% | – |
| Q1 2017 | $144,000 | +2.1% | 2,996 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $141,000 | +17.5% | 2,996 | +8.1% | 0.00% | – |
| Q2 2016 | $120,000 | +0.8% | 2,771 | -3.3% | 0.00% | -100.0% |
| Q1 2016 | $119,000 | -0.8% | 2,866 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $120,000 | +7.1% | 2,866 | +0.1% | 0.00% | 0.0% |
| Q3 2015 | $112,000 | -91.5% | 2,864 | -90.5% | 0.00% | -83.3% |
| Q2 2015 | $1,317,000 | -14.1% | 30,150 | -15.1% | 0.01% | -25.0% |
| Q1 2015 | $1,533,000 | -15.8% | 35,496 | -13.2% | 0.01% | -57.9% |
| Q4 2014 | $1,821,000 | +6.1% | 40,907 | +1.9% | 0.02% | +11.8% |
| Q3 2014 | $1,716,000 | +57100.0% | 40,151 | +51375.6% | 0.02% | – |
| Q2 2014 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2014 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q4 2013 | $3,000 | -25.0% | 78 | -33.3% | 0.00% | – |
| Q3 2013 | $4,000 | – | 117 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 117,395 | $6,869,000 | 2.90% |
| Simplicity Solutions, LLC | 1,541,376 | $90,186,000 | 2.75% |
| PACIFIC FINANCIAL GROUP INC | 405,857 | $23,747,000 | 2.34% |
| AE Wealth Management LLC | 1,583,094 | $92,627,000 | 2.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 41,847 | $2,448,000 | 0.56% |
| Lloyd Advisory Services, LLC. | 6,757 | $395,000 | 0.36% |
| GenWealth Group, Inc. | 8,939 | $523,000 | 0.20% |
| TIAA, FSB | 519,615 | $30,403,000 | 0.15% |
| BALLAST ADVISORS LLC | 3,338 | $195,000 | 0.14% |
| Mosaic Family Wealth, LLC | 3,858 | $226,000 | 0.09% |