ICA Group Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$15,856
+14.1%
1000.0%0.00%
+33.3%
Q1 2023$13,893
+15.3%
1000.0%0.00%0.0%
Q4 2022$12,0531000.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 2,856,972$380,091,00019.41%
Strategic Equity Management 261,227$34,754,00015.58%
Horst & Graben Wealth Management LLC 238,052$31,670,00010.92%
FundX Investment Group, LLC 175,493$23,348,0009.74%
Crumly & Associates Inc. 99,182$13,501,0009.48%
Baystate Wealth Management LLC 611,132$81,305,0009.26%
Atlantic Union Bankshares Corp 543,500$72,307,0007.51%
Stonebridge Financial Planning Group, LLC 78,565$10,452,0006.62%
Legacy Wealth Planning, LLC 27,043$3,598,0004.62%
Global Wealth Management Investment Advisory, Inc. 81,948$10,902,0004.22%
View complete list of ISHARES TR shareholders