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 | $328,216 | -2.8% | 1,530 | -11.6% | 0.02% | -8.0% |
| Q1 2024 | $337,523 | +11.3% | 1,730 | 0.0% | 0.02% | +4.2% |
| Q4 2023 | $303,131 | +13.9% | 1,730 | 0.0% | 0.02% | -7.7% |
| Q3 2023 | $266,126 | -3.0% | 1,730 | 0.0% | 0.03% | -33.3% |
| Q2 2023 | $274,309 | +14.1% | 1,730 | 0.0% | 0.04% | +11.4% |
| Q1 2023 | $240,349 | +15.3% | 1,730 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $208,517 | +0.7% | 1,730 | 0.0% | 0.03% | -11.8% |
| Q3 2022 | $207,000 | -4.6% | 1,730 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $217,000 | -21.1% | 1,730 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $275,000 | -8.3% | 1,730 | 0.0% | 0.04% | -5.1% |
| Q4 2021 | $300,000 | +13.6% | 1,730 | 0.0% | 0.04% | +5.4% |
| Q3 2021 | $264,000 | -2.2% | 1,730 | -3.4% | 0.04% | 0.0% |
| Q2 2021 | $270,000 | +12.0% | 1,790 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $241,000 | -13.3% | 1,790 | -14.4% | 0.04% | -16.7% |
| Q4 2020 | $278,000 | +9.4% | 2,090 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $254,000 | +13.9% | 2,090 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $223,000 | -9.7% | 2,090 | -18.4% | 0.04% | +2.6% |
| Q4 2019 | $247,000 | – | 2,560 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 406,600 | $79,327,592 | 23.04% |
| BUSH INVESTMENT GROUP, LLC | 103,357 | $20,164,951 | 17.81% |
| VICTORY FINANCIAL GROUP, LLC | 153,158 | $29,881,193 | 17.69% |
| Williams Financial, LLC | 113,147 | $22,074,980 | 14.69% |
| SOA Wealth Advisors, LLC. | 321,524 | $62,729,292 | 12.99% |
| Kingdom Financial Group LLC. | 93,945 | $18,328,798 | 12.89% |
| Intelligence Driven Advisers, LLC | 334,297 | $65,221,266 | 9.64% |
| Family Capital Management, Inc. | 60,967 | $11,894,580 | 8.29% |
| Cosner Financial Group, LLC | 56,978 | $11,116,415 | 7.96% |
| Compton Wealth Advisory Group, LLC | 142,710 | $27,842,639 | 7.62% |