ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 42 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,631 | -0.3% | 222,284 | +1.7% | 0.03% | -7.1% |
| Q1 2024 | $16,680 | +4.0% | 218,547 | -4.4% | 0.03% | -3.4% |
| Q4 2023 | $16,035 | +7.1% | 228,520 | -0.3% | 0.03% | -6.5% |
| Q3 2023 | $14,977 | -0.7% | 229,106 | +2.5% | 0.03% | 0.0% |
| Q2 2023 | $15,080 | +2.6% | 223,609 | -0.9% | 0.03% | 0.0% |
| Q1 2023 | $14,694 | +1.6% | 225,719 | +1.4% | 0.03% | -11.4% |
| Q4 2022 | $14,465 | -99.9% | 222,653 | -2.4% | 0.04% | +2.9% |
| Q3 2022 | $13,163,000 | -0.9% | 228,093 | +6.0% | 0.03% | -2.9% |
| Q2 2022 | $13,288,000 | -10.0% | 215,091 | +1.4% | 0.04% | +2.9% |
| Q1 2022 | $14,772,000 | +1.6% | 212,095 | +2.2% | 0.03% | +3.0% |
| Q4 2021 | $14,542,000 | +40.8% | 207,541 | +32.0% | 0.03% | +26.9% |
| Q3 2021 | $10,325,000 | +2.9% | 157,281 | +4.1% | 0.03% | +4.0% |
| Q2 2021 | $10,035,000 | +4.6% | 151,052 | +0.2% | 0.02% | -7.4% |
| Q1 2021 | $9,597,000 | +9.2% | 150,678 | -0.7% | 0.03% | +3.8% |
| Q4 2020 | $8,786,000 | +20.9% | 151,756 | +6.7% | 0.03% | +4.0% |
| Q3 2020 | $7,265,000 | +5.3% | 142,261 | +0.7% | 0.02% | -3.8% |
| Q2 2020 | $6,899,000 | -1.1% | 141,299 | -10.7% | 0.03% | -18.8% |
| Q1 2020 | $6,976,000 | -20.5% | 158,165 | +5.4% | 0.03% | -3.0% |
| Q4 2019 | $8,776,000 | +6.2% | 149,991 | -0.6% | 0.03% | -5.7% |
| Q3 2019 | $8,261,000 | -0.0% | 150,829 | -1.4% | 0.04% | -2.8% |
| Q2 2019 | $8,263,000 | +11.3% | 152,923 | +8.3% | 0.04% | +5.9% |
| Q1 2019 | $7,424,000 | +11.7% | 141,261 | +1.6% | 0.03% | -2.9% |
| Q4 2018 | $6,647,000 | -8.4% | 139,075 | +2.5% | 0.04% | 0.0% |
| Q3 2018 | $7,256,000 | +5.8% | 135,730 | +0.7% | 0.04% | -2.8% |
| Q2 2018 | $6,859,000 | +7.5% | 134,770 | +6.6% | 0.04% | +2.9% |
| Q1 2018 | $6,378,000 | +2.6% | 126,449 | +6.7% | 0.04% | +2.9% |
| Q4 2017 | $6,215,000 | – | 118,554 | – | 0.03% | – |
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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% |