ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $81,000 | +14.1% | 669 | +0.3% | 0.04% | +5.3% |
| Q2 2020 | $71,000 | +26.8% | 667 | +0.5% | 0.04% | +2.7% |
| Q1 2020 | $56,000 | -12.5% | 664 | 0.0% | 0.04% | +2.8% |
| Q4 2019 | $64,000 | +12.3% | 664 | +0.6% | 0.04% | +5.9% |
| Q3 2019 | $57,000 | 0.0% | 660 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $57,000 | +5.6% | 660 | +0.3% | 0.04% | +2.9% |
| Q1 2019 | $54,000 | +14.9% | 658 | +0.3% | 0.03% | 0.0% |
| Q4 2018 | $47,000 | -11.3% | 656 | +0.3% | 0.03% | -2.9% |
| Q3 2018 | $53,000 | +3.9% | 654 | +0.6% | 0.04% | -7.9% |
| Q2 2018 | $51,000 | – | 650 | – | 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% |