ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,512 | -3.6% | 2,487 | -0.6% | 0.25% | -4.2% |
| Q2 2023 | $396,708 | +8.1% | 2,502 | -5.3% | 0.26% | -5.8% |
| Q1 2023 | $366,861 | +12.9% | 2,641 | -2.0% | 0.28% | +13.1% |
| Q4 2022 | $324,803 | +1.2% | 2,695 | +0.4% | 0.24% | -15.3% |
| Q3 2022 | $321,000 | -10.3% | 2,685 | -6.0% | 0.29% | +8.3% |
| Q2 2022 | $358,000 | -21.0% | 2,855 | +0.1% | 0.27% | -9.8% |
| Q1 2022 | $453,000 | -5.0% | 2,851 | +0.1% | 0.30% | -5.8% |
| Q4 2021 | $477,000 | +9.2% | 2,848 | -0.5% | 0.31% | +0.3% |
| Q3 2021 | $437,000 | -6.4% | 2,863 | -7.8% | 0.31% | -3.4% |
| Q2 2021 | $467,000 | -8.4% | 3,104 | -18.1% | 0.32% | -21.6% |
| Q1 2021 | $510,000 | +1.2% | 3,790 | +0.0% | 0.41% | -7.4% |
| Q4 2020 | $504,000 | +8.9% | 3,789 | -0.8% | 0.44% | +22.3% |
| Q3 2020 | $463,000 | -98.5% | 3,818 | -98.9% | 0.36% | -88.9% |
| Q3 2019 | $30,159,000 | +20.1% | 351,500 | +15.1% | 3.27% | +7.8% |
| Q2 2019 | $25,122,000 | 0.0% | 305,503 | 0.0% | 3.04% | -0.9% |
| Q1 2019 | $25,122,000 | +33.5% | 305,503 | +16.5% | 3.06% | +2.6% |
| Q4 2018 | $18,812,000 | – | 262,186 | – | 2.98% | – |
Download | ||||||
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% |