Pineridge Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 144 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pineridge Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$351,655
-3.0%
4,700
-1.0%
0.12%
-5.5%
Q1 2024$362,444
-31.8%
4,749
-37.3%
0.13%
-27.8%
Q4 2023$531,5387,5750.18%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Simplicity Solutions, LLC 1,486,157$80,312,0003.44%
Global Wealth Management Investment Advisory, Inc. 122,092$6,598,0003.19%
PACIFIC FINANCIAL GROUP INC 498,476$26,200,0003.16%
AE Wealth Management LLC 1,521,985$82,248,0002.47%
TRUIST FINANCIAL CORP 260,108$14,056,0000.24%
GenWealth Group, Inc. 8,939$489,0000.21%
MONEYWISE, INC. 4,358$236,0000.18%
TIAA, FSB 449,259$24,278,0000.13%
Mosaic Family Wealth, LLC 3,858$208,0000.09%
DARRELL & KING LLC 5,905$319,0000.06%
View complete list of ISHARES TR shareholders