ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 91 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,277,245 | +10.0% | 5,954 | 0.0% | 0.11% | +6.6% |
| Q1 2024 | $1,161,619 | +11.3% | 5,954 | 0.0% | 0.11% | +2.9% |
| Q4 2023 | $1,043,254 | +13.9% | 5,954 | 0.0% | 0.10% | +2.0% |
| Q3 2023 | $915,899 | -3.0% | 5,954 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $944,061 | +11.5% | 5,954 | -2.3% | 0.10% | +5.2% |
| Q1 2023 | $846,891 | +15.5% | 6,096 | +0.2% | 0.10% | +6.6% |
| Q4 2022 | $733,467 | +3.7% | 6,085 | +2.8% | 0.09% | -7.1% |
| Q3 2022 | $707,000 | -4.3% | 5,922 | +0.2% | 0.10% | -6.7% |
| Q2 2022 | $739,000 | -9.9% | 5,908 | +0.1% | 0.10% | -7.1% |
| Q1 2022 | $820,000 | -19.7% | 5,900 | +0.1% | 0.11% | -16.3% |
| Q4 2021 | $1,021,000 | +13.7% | 5,893 | +0.1% | 0.14% | +2.3% |
| Q3 2021 | $898,000 | -2.2% | 5,885 | +0.2% | 0.13% | -7.0% |
| Q2 2021 | $918,000 | +16.3% | 5,876 | +0.1% | 0.14% | +16.4% |
| Q1 2021 | $789,000 | -1.0% | 5,870 | +0.1% | 0.12% | -6.9% |
| Q4 2020 | $797,000 | -2.6% | 5,862 | -13.1% | 0.13% | -18.6% |
| Q3 2020 | $818,000 | +3.7% | 6,746 | -3.9% | 0.16% | -1.2% |
| Q2 2020 | $789,000 | +33.7% | 7,021 | +0.1% | 0.16% | +8.7% |
| Q1 2020 | $590,000 | -18.7% | 7,012 | -6.7% | 0.15% | -6.8% |
| Q4 2019 | $726,000 | +4.5% | 7,518 | -5.8% | 0.16% | -3.0% |
| Q3 2019 | $695,000 | +1.0% | 7,983 | -0.5% | 0.17% | -3.5% |
| Q2 2019 | $688,000 | +1.3% | 8,023 | -2.8% | 0.17% | -6.0% |
| Q1 2019 | $679,000 | +6.4% | 8,257 | -7.2% | 0.18% | -7.1% |
| Q4 2018 | $638,000 | -18.1% | 8,893 | -2.1% | 0.20% | -22.7% |
| Q3 2018 | $779,000 | 0.0% | 9,083 | -5.2% | 0.26% | -5.6% |
| Q2 2018 | $779,000 | -10.3% | 9,583 | -20.7% | 0.27% | -21.1% |
| Q1 2018 | $868,000 | -5.7% | 12,080 | -4.0% | 0.34% | -8.8% |
| Q4 2017 | $920,000 | -5.5% | 12,581 | -12.4% | 0.38% | -16.1% |
| Q3 2017 | $974,000 | – | 14,368 | – | 0.45% | – |
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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% |