ISHARES TR (TWOX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
4
Reporting holders
$12.6M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $11.6M | 400,000 | 0.00% | 6q | HELD |
| OLD MISSION CAPITAL LLC | $715.8K | 24,768 | 0.01% | 4q | -10.0%-$79.9K |
| AE Wealth Management LLC | $289.8K | 10,028 | 0.00% | 4q | -96.8%-$8.8M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.4K | 500 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | BlackRock Portfolio Management LLC | 52.6% |
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 76.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $12.6M | 435,296 | 0 | 0 | 2 | 0.0% |
| Q1 2026 | 4 | $19.9M | 743,948 | 1 | 2 | 0 | 0.0% |
| Q4 2025 | 5 | $21.5M | 763,352 | 0 | 3 | 1 | 0.0% |
| Q3 2025 | 6 | $13.1M | 486,442 | 2 | 0 | 3 | 0.0% |
| Q2 2025 | 5 | $12.2M | 483,673 | 1 | 0 | 3 | 0.0% |
| Q1 2025 | 4 | $11.6M | 494,351 | 4 | 0 | 0 | 0.0% |