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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $151,346,000 | +1.4% | 2,763 | 0.0% | 0.00% | – |
| Q2 2019 | $149,313,000 | +2.8% | 2,763 | 0.0% | 0.00% | – |
| Q1 2019 | $145,221,000 | +4.9% | 2,763 | -4.6% | 0.00% | – |
| Q4 2018 | $138,429,000 | +6.4% | 2,896 | +19.0% | 0.00% | – |
| Q3 2018 | $130,122,000 | -8.5% | 2,434 | -12.9% | 0.00% | – |
| Q2 2018 | $142,139,000 | +3.6% | 2,793 | +2.7% | 0.00% | – |
| Q1 2018 | $137,208,000 | +188.3% | 2,720 | +199.6% | 0.00% | – |
| Q4 2017 | $47,597,000 | +21.5% | 908 | +15.8% | 0.00% | – |
| Q3 2017 | $39,165,000 | +57.1% | 784 | +53.7% | 0.00% | – |
| Q2 2017 | $24,929,000 | +388.2% | 510 | +381.1% | 0.00% | – |
| Q1 2017 | $5,106,000 | +102020.0% | 106 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | – | 106 | – | 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% |