ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 147 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $95,934 | -4.9% | 1,257 | -12.6% | 0.00% | – |
| Q4 2023 | $100,905 | +22.8% | 1,438 | +14.4% | 0.00% | – |
| Q3 2023 | $82,170 | +511.0% | 1,257 | +507.2% | 0.00% | – |
| Q4 2022 | $13,449 | -89.2% | 207 | -88.5% | 0.00% | -100.0% |
| Q1 2022 | $125,000 | -45.4% | 1,797 | -45.1% | 0.00% | -50.0% |
| Q4 2021 | $229,000 | +387.2% | 3,272 | +355.1% | 0.00% | +100.0% |
| Q3 2021 | $47,000 | +193.8% | 719 | +206.0% | 0.00% | – |
| Q2 2021 | $16,000 | – | 235 | – | 0.00% | – |
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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% |