Williams Financial, LLC - ISHARES TR ownership

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
Williams Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$24,271,778
+10.0%
113,145
-0.0%
16.16%
+10.0%
Q1 2024$22,074,980113,14714.69%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
CMC Financial Group 137,302$16,664,00016.24%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 447,205$54,277,00014.20%
FIRST CITIZENS BANK & TRUST CO 1,543,757$187,365,00013.20%
Horst & Graben Wealth Management LLC 254,952$30,943,00012.01%
Crumly & Associates Inc. 112,726$13,682,00011.69%
FundX Investment Group, LLC 222,343$26,986,00010.38%
Baystate Wealth Management LLC 687,815$83,480,0009.97%
Atlantic Union Bankshares Corp 540,534$65,605,0007.64%
Stonebridge Financial Planning Group, LLC 74,843$9,378,0006.74%
Global Wealth Management Investment Advisory, Inc. 92,039$11,171,0004.83%
View complete list of ISHARES TR shareholders