ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,313,755 | +32.7% | 6,124 | +20.7% | 0.02% | +33.3% |
| Q1 2024 | $989,928 | +8.6% | 5,074 | -2.5% | 0.02% | -6.2% |
| Q4 2023 | $911,542 | +36.7% | 5,202 | +20.0% | 0.02% | +23.1% |
| Q3 2023 | $666,666 | -3.0% | 4,334 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $687,165 | +14.2% | 4,334 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $601,811 | +15.3% | 4,332 | +0.1% | 0.01% | +9.1% |
| Q4 2022 | $521,795 | -4.6% | 4,329 | -5.4% | 0.01% | -8.3% |
| Q3 2022 | $547,000 | -4.5% | 4,576 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $573,000 | -26.5% | 4,573 | -6.9% | 0.01% | -7.7% |
| Q1 2022 | $780,000 | -3.5% | 4,911 | +5.3% | 0.01% | +8.3% |
| Q4 2021 | $808,000 | +30.1% | 4,663 | +14.7% | 0.01% | +20.0% |
| Q3 2021 | $621,000 | +2.8% | 4,066 | +1.3% | 0.01% | +11.1% |
| Q2 2021 | $604,000 | +12.1% | 4,012 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $539,000 | +1.1% | 4,006 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $533,000 | +33.2% | 4,006 | +21.6% | 0.01% | +25.0% |
| Q3 2020 | $400,000 | +14.0% | 3,295 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $351,000 | – | 3,291 | – | 0.01% | – |
Download | ||||||
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% |