ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 477 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $132,574 | +10.0% | 618 | 0.0% | 0.02% | +5.6% |
| Q1 2024 | $120,572 | +11.3% | 618 | 0.0% | 0.02% | -10.0% |
| Q4 2023 | $108,286 | +13.9% | 618 | 0.0% | 0.02% | -4.8% |
| Q3 2023 | $95,067 | -3.0% | 618 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $97,991 | +14.1% | 618 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $85,859 | +12.4% | 618 | -2.5% | 0.02% | +5.3% |
| Q4 2022 | $76,416 | +0.5% | 634 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $76,000 | -3.8% | 634 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $79,000 | -21.8% | 634 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $101,000 | -12.9% | 634 | -5.7% | 0.02% | -12.5% |
| Q4 2021 | $116,000 | +12.6% | 672 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $103,000 | +2.0% | 672 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $101,000 | +12.2% | 672 | 0.0% | 0.02% | +8.7% |
| Q1 2021 | $90,000 | +1.1% | 672 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $89,000 | +8.5% | 672 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $82,000 | +13.9% | 672 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $72,000 | +35.8% | 672 | +6.7% | 0.02% | +38.9% |
| Q1 2020 | $53,000 | -13.1% | 630 | 0.0% | 0.02% | +20.0% |
| Q4 2019 | $61,000 | – | 630 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 406,600 | $79,327,592 | 23.04% |
| BUSH INVESTMENT GROUP, LLC | 103,357 | $20,164,951 | 17.81% |
| VICTORY FINANCIAL GROUP, LLC | 153,158 | $29,881,193 | 17.69% |
| Williams Financial, LLC | 113,147 | $22,074,980 | 14.69% |
| SOA Wealth Advisors, LLC. | 321,524 | $62,729,292 | 12.99% |
| Kingdom Financial Group LLC. | 93,945 | $18,328,798 | 12.89% |
| Intelligence Driven Advisers, LLC | 334,297 | $65,221,266 | 9.64% |
| Family Capital Management, Inc. | 60,967 | $11,894,580 | 8.29% |
| Cosner Financial Group, LLC | 56,978 | $11,116,415 | 7.96% |
| Compton Wealth Advisory Group, LLC | 142,710 | $27,842,639 | 7.62% |