ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 443 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,707,439 | +16.7% | 264,329 | +4.7% | 3.13% | +13.3% |
| Q1 2024 | $48,587,676 | +16.6% | 252,444 | +6.2% | 2.76% | +6.2% |
| Q4 2023 | $41,656,000 | +15.7% | 237,735 | +1.5% | 2.60% | +10.3% |
| Q3 2023 | $36,014,577 | +22.6% | 234,120 | +26.4% | 2.36% | -14.6% |
| Q2 2023 | $29,374,940 | +18.3% | 185,261 | +3.7% | 2.76% | +6.6% |
| Q1 2023 | $24,827,087 | +32.0% | 178,702 | +14.6% | 2.59% | +27.4% |
| Q4 2022 | $18,801,400 | – | 155,989 | – | 2.03% | – |
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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% |