ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,326,523 | +16.1% | 14,674 | +1.8% | 0.26% | -11.4% |
| Q1 2023 | $2,003,452 | -72.1% | 14,420 | -74.9% | 0.30% | -84.5% |
| Q2 2022 | $7,181,000 | -31.6% | 57,337 | -13.2% | 1.93% | +15.7% |
| Q1 2022 | $10,494,000 | +2924.2% | 66,051 | +2804.6% | 1.67% | +2510.9% |
| Q3 2021 | $347,000 | +8.4% | 2,274 | +7.1% | 0.06% | 0.0% |
| Q2 2021 | $320,000 | -18.8% | 2,123 | -28.2% | 0.06% | -49.6% |
| Q4 2020 | $394,000 | – | 2,958 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 772,784 | $74,635,000 | 9.09% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 381,610 | $36,856,000 | 8.48% |
| Great Lakes Retirement, Inc. | 256,191 | $24,751,000 | 7.61% |
| Atlantic Union Bankshares Corp | 494,006 | $47,711,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 55,346 | $5,345,000 | 4.83% |
| Global Wealth Management Investment Advisory, Inc. | 97,834 | $9,449,000 | 4.00% |
| Simplicity Solutions, LLC | 1,302,972 | $125,841,000 | 3.83% |
| Legacy Wealth Planning, LLC | 31,027 | $2,997,000 | 3.39% |
| Stokes Capital Advisors, LLC | 57,511 | $5,554,000 | 2.80% |
| AE Wealth Management LLC | 1,334,692 | $128,905,000 | 2.80% |