ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 224 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,084 | +10.2% | 970 | +0.2% | 0.01% | 0.0% |
| Q1 2024 | $188,857 | +626.4% | 968 | +541.1% | 0.01% | +500.0% |
| Q4 2021 | $26,000 | -93.6% | 151 | -94.3% | 0.00% | -94.1% |
| Q3 2021 | $405,000 | +1.5% | 2,651 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $399,000 | -41.4% | 2,651 | -47.6% | 0.02% | -46.9% |
| Q1 2021 | $681,000 | -4.2% | 5,058 | -5.3% | 0.03% | -11.1% |
| Q4 2020 | $711,000 | +15.8% | 5,342 | +5.6% | 0.04% | 0.0% |
| Q3 2020 | $614,000 | +7.9% | 5,061 | -5.2% | 0.04% | -2.7% |
| Q2 2020 | $569,000 | – | 5,336 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 306,036 | $65,650,893 | 24.47% |
| BUSH INVESTMENT GROUP, LLC | 103,935 | $22,296,136 | 19.14% |
| VICTORY FINANCIAL GROUP, LLC | 168,789 | $36,208,533 | 16.94% |
| Williams Financial, LLC | 113,145 | $24,271,778 | 16.16% |
| Peterson Financial Group, Inc. | 11,899 | $2,552,585 | 15.56% |
| Kingdom Financial Group LLC. | 103,905 | $22,289,818 | 15.09% |
| SOA Wealth Advisors, LLC. | 296,167 | $63,533,808 | 12.78% |
| Intelligence Driven Advisers, LLC | 340,078 | $72,953,510 | 10.34% |
| Family Capital Management, Inc. | 59,823 | $12,833,140 | 8.75% |
| Cosner Financial Group, LLC | 56,294 | $12,211,262 | 8.64% |