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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $661,580 | +1.4% | 3,084 | -7.7% | 0.08% | +1.3% |
| Q1 2024 | $652,219 | +7.7% | 3,343 | -3.3% | 0.08% | +2.6% |
| Q4 2023 | $605,560 | +4.0% | 3,456 | -8.7% | 0.08% | -1.3% |
| Q3 2023 | $582,400 | -9.1% | 3,786 | -6.3% | 0.08% | -6.1% |
| Q2 2023 | $640,741 | +118555.7% | 4,041 | +3.9% | 0.08% | +15.5% |
| Q1 2023 | $540 | -0.6% | 3,888 | -13.7% | 0.07% | -6.6% |
| Q4 2022 | $543 | -99.9% | 4,503 | -23.6% | 0.08% | -24.0% |
| Q3 2022 | $704,000 | -13.9% | 5,892 | -9.8% | 0.10% | -8.3% |
| Q2 2022 | $818,000 | – | 6,535 | – | 0.11% | – |
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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% |