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 | $302,761 | +10.0% | 1,411 | 0.0% | 0.15% | -5.7% |
| Q1 2024 | $275,245 | +11.4% | 1,411 | +0.1% | 0.16% | +1.3% |
| Q4 2023 | $247,062 | +14.1% | 1,410 | +0.1% | 0.16% | -2.5% |
| Q3 2023 | $216,516 | -3.0% | 1,408 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $223,174 | +0.1% | 1,408 | +0.5% | 0.16% | +11.3% |
| Q1 2022 | $223,000 | -8.2% | 1,401 | +0.1% | 0.14% | +13.6% |
| Q4 2021 | $243,000 | +13.6% | 1,400 | 0.0% | 0.12% | +8.7% |
| Q3 2021 | $214,000 | +1.4% | 1,400 | 0.0% | 0.12% | +1.8% |
| Q2 2021 | $211,000 | +263.8% | 1,400 | -1.1% | 0.11% | +50.7% |
| Q3 2013 | $58,000 | +7.4% | 1,415 | 0.0% | 0.08% | -2.6% |
| Q2 2013 | $54,000 | – | 1,415 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 406,600 | $79,327,592 | 23.04% |
| BUSH INVESTMENT GROUP, LLC | 103,357 | $20,164,951 | 17.81% |
| VICTORY FINANCIAL GROUP, LLC | 153,158 | $29,881,193 | 17.69% |
| Williams Financial, LLC | 113,147 | $22,074,980 | 14.69% |
| SOA Wealth Advisors, LLC. | 321,524 | $62,729,292 | 12.99% |
| Kingdom Financial Group LLC. | 93,945 | $18,328,798 | 12.89% |
| Intelligence Driven Advisers, LLC | 334,297 | $65,221,266 | 9.64% |
| Family Capital Management, Inc. | 60,967 | $11,894,580 | 8.29% |
| Cosner Financial Group, LLC | 56,978 | $11,116,415 | 7.96% |
| Compton Wealth Advisory Group, LLC | 142,710 | $27,842,639 | 7.62% |