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 | $2,789 | +10.0% | 13 | 0.0% | 0.00% | – |
| Q1 2024 | $2,536 | +11.0% | 13 | 0.0% | 0.00% | – |
| Q4 2023 | $2,285 | +14.0% | 13 | 0.0% | 0.00% | – |
| Q3 2023 | $2,004 | -2.8% | 13 | 0.0% | 0.00% | – |
| Q2 2023 | $2,061 | +14.1% | 13 | 0.0% | 0.00% | – |
| Q1 2023 | $1,806 | +15.3% | 13 | 0.0% | 0.00% | – |
| Q4 2022 | $1,567 | +0.9% | 13 | 0.0% | 0.00% | – |
| Q3 2022 | $1,553 | -31.1% | 13 | -27.8% | 0.00% | – |
| Q2 2022 | $2,254 | +9.2% | 18 | +38.5% | 0.00% | – |
| Q1 2022 | $2,065 | – | 13 | – | 0.00% | – |
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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% |