ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $365,481 | +8.1% | 1,703,713 | -1.7% | 0.58% | +3.0% |
Q1 2024 | $338,032 | +14.5% | 1,732,610 | +2.8% | 0.56% | +3.9% |
Q4 2023 | $295,327 | +25.1% | 1,685,464 | +9.9% | 0.54% | +10.6% |
Q3 2023 | $235,983 | +62.0% | 1,534,050 | +67.0% | 0.49% | +65.2% |
Q2 2023 | $145,648 | +16.2% | 918,565 | +1.8% | 0.30% | +12.5% |
Q1 2023 | $125,309 | +26.1% | 901,963 | +9.4% | 0.26% | +10.0% |
Q4 2022 | $99,412 | -99.9% | 824,790 | +25.8% | 0.24% | +18.3% |
Q3 2022 | $78,353,000 | +36.5% | 655,728 | +43.1% | 0.20% | +34.7% |
Q2 2022 | $57,398,000 | -25.9% | 458,306 | -6.0% | 0.15% | -15.3% |
Q1 2022 | $77,421,000 | +21.0% | 487,324 | +32.0% | 0.18% | +22.9% |
Q4 2021 | $64,010,000 | +14.0% | 369,254 | +0.4% | 0.14% | +2.1% |
Q3 2021 | $56,135,000 | -4.1% | 367,693 | -5.4% | 0.14% | -5.4% |
Q2 2021 | $58,535,000 | +5.7% | 388,679 | -5.6% | 0.15% | -5.1% |
Q1 2021 | $55,392,000 | +3.8% | 411,720 | +2.6% | 0.16% | -2.5% |
Q4 2020 | $53,385,000 | +8.1% | 401,277 | -1.4% | 0.16% | -4.7% |
Q3 2020 | $49,386,000 | +33.1% | 406,907 | +16.9% | 0.17% | +20.7% |
Q2 2020 | $37,108,000 | +55.6% | 348,042 | +22.9% | 0.14% | +26.1% |
Q1 2020 | $23,847,000 | -6.3% | 283,190 | +7.5% | 0.11% | +14.4% |
Q4 2019 | $25,451,000 | +9.1% | 263,529 | -1.6% | 0.10% | -2.0% |
Q3 2019 | $23,321,000 | -6.4% | 267,876 | -7.8% | 0.10% | -10.0% |
Q2 2019 | $24,925,000 | +4.7% | 290,511 | +0.3% | 0.11% | 0.0% |
Q1 2019 | $23,808,000 | +16.3% | 289,530 | +1.5% | 0.11% | +0.9% |
Q4 2018 | $20,466,000 | -24.1% | 285,240 | -9.6% | 0.11% | -15.5% |
Q3 2018 | $26,955,000 | +10.9% | 315,559 | +1.7% | 0.13% | +1.6% |
Q2 2018 | $24,313,000 | +44.5% | 310,431 | +36.1% | 0.13% | +39.6% |
Q1 2018 | $16,827,000 | +11.6% | 228,109 | +10.6% | 0.09% | +11.0% |
Q4 2017 | $15,083,000 | – | 206,190 | – | 0.08% | – |
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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% |