ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 443 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $19,332,381 | +10.6% | 90,119 | +0.6% | 3.69% | +3.8% |
Q1 2024 | $17,480,635 | -8.7% | 89,598 | -18.0% | 3.56% | -15.4% |
Q4 2023 | $19,136,199 | +22.9% | 109,212 | +7.9% | 4.20% | +9.7% |
Q3 2023 | $15,576,791 | -2.4% | 101,260 | +0.6% | 3.83% | +0.6% |
Q2 2023 | $15,965,000 | +10.5% | 100,689 | -3.2% | 3.81% | +6.3% |
Q1 2023 | $14,448,000 | +10.1% | 103,993 | -4.5% | 3.58% | +4.4% |
Q4 2022 | $13,125,000 | -2.3% | 108,894 | -3.1% | 3.43% | -9.8% |
Q3 2022 | $13,434,000 | -8.2% | 112,430 | -3.8% | 3.81% | -4.2% |
Q2 2022 | $14,636,000 | -14.0% | 116,863 | +9.1% | 3.97% | -4.4% |
Q1 2022 | $17,018,000 | -18.9% | 107,117 | -11.5% | 4.16% | -20.8% |
Q4 2021 | $20,991,000 | +1.4% | 121,092 | -10.7% | 5.25% | -8.0% |
Q3 2021 | $20,707,000 | -4.4% | 135,630 | -5.7% | 5.70% | -5.7% |
Q2 2021 | $21,670,000 | -20.3% | 143,894 | -28.8% | 6.05% | -29.4% |
Q1 2021 | $27,201,000 | -14.1% | 202,178 | -15.1% | 8.56% | -21.6% |
Q4 2020 | $31,670,000 | +2.3% | 238,052 | -6.6% | 10.92% | -9.1% |
Q3 2020 | $30,943,000 | +0.3% | 254,952 | -11.9% | 12.01% | -11.3% |
Q2 2020 | $30,844,000 | +20.8% | 289,290 | -4.6% | 13.54% | +0.8% |
Q1 2020 | $25,531,000 | – | 303,178 | – | 13.43% | – |
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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% |