Triumph Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,188,000
-4.1%
13,774
+4.6%
0.95%
-4.1%
Q4 2021$2,282,000
-14.7%
13,165
-24.9%
0.99%
-21.1%
Q3 2021$2,675,000
-1.5%
17,519
+0.5%
1.25%
-21.0%
Q2 2021$2,716,00017,4271.59%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,658,499$556,644,00018.27%
SOA Wealth Advisors, LLC. 247,979$29,631,0008.92%
Baystate Wealth Management LLC 644,216$76,977,0007.92%
Stonebridge Financial Planning Group, LLC 84,684$10,119,0007.08%
Aspire Capital Advisors LLC 71,471$8,540,0006.77%
Legacy Wealth Planning, LLC 30,279$3,618,0005.99%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 68,522$8,188,0005.10%
Atlantic Union Bankshares Corp 333,091$39,801,0004.57%
Crumly & Associates Inc. 91,641$10,950,0004.52%
Compton Wealth Advisory Group, LLC 81,083$9,689,0004.12%
View complete list of ISHARES TR shareholders