ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 210 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,499,253 | +2.5% | 16,312 | -6.8% | 0.81% | -2.7% |
| Q1 2024 | $3,415,410 | +0.4% | 17,506 | -9.8% | 0.84% | -4.1% |
| Q4 2023 | $3,400,819 | -1.0% | 19,409 | -13.1% | 0.87% | -9.3% |
| Q3 2023 | $3,434,179 | -7.6% | 22,325 | -4.7% | 0.96% | -5.7% |
| Q2 2023 | $3,715,776 | +9.1% | 23,435 | -4.4% | 1.02% | -0.5% |
| Q1 2023 | $3,404,949 | +2.8% | 24,508 | -10.8% | 1.02% | -4.9% |
| Q4 2022 | $3,313,153 | -14.6% | 27,488 | -15.3% | 1.08% | -22.0% |
| Q3 2022 | $3,878,000 | -10.7% | 32,456 | -6.4% | 1.38% | -5.7% |
| Q2 2022 | $4,344,000 | -49.2% | 34,688 | -35.5% | 1.46% | -42.4% |
| Q1 2022 | $8,544,000 | -16.6% | 53,781 | -9.0% | 2.54% | -17.4% |
| Q4 2021 | $10,240,000 | +2.5% | 59,072 | -9.7% | 3.08% | -2.5% |
| Q3 2021 | $9,986,000 | -8.0% | 65,407 | -9.3% | 3.16% | -12.5% |
| Q2 2021 | $10,859,000 | +2.4% | 72,107 | -8.6% | 3.61% | -5.6% |
| Q1 2021 | $10,609,000 | -2.7% | 78,852 | -3.8% | 3.83% | -9.4% |
| Q4 2020 | $10,902,000 | -2.4% | 81,948 | -11.0% | 4.22% | -12.6% |
| Q3 2020 | $11,171,000 | +6.8% | 92,039 | -6.2% | 4.83% | +8.2% |
| Q2 2020 | $10,459,000 | +31.3% | 98,092 | +3.7% | 4.47% | +11.2% |
| Q1 2020 | $7,963,000 | -15.7% | 94,559 | -3.3% | 4.02% | +0.5% |
| Q4 2019 | $9,449,000 | +12.3% | 97,834 | +1.2% | 4.00% | +3.8% |
| Q3 2019 | $8,416,000 | +3.4% | 96,669 | +1.9% | 3.85% | -2.3% |
| Q2 2019 | $8,136,000 | +10.6% | 94,823 | +6.0% | 3.94% | +3.1% |
| Q1 2019 | $7,357,000 | +28.1% | 89,474 | +11.8% | 3.82% | +14.3% |
| Q4 2018 | $5,743,000 | – | 80,036 | – | 3.34% | – |
Download | ||||||
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% |