ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,183,942 | -5.1% | 7,696 | -2.2% | 0.11% | 0.0% |
| Q2 2023 | $1,248,094 | +7.2% | 7,871 | -6.1% | 0.11% | +0.9% |
| Q1 2023 | $1,163,977 | +16.0% | 8,378 | +0.6% | 0.11% | +7.1% |
| Q4 2022 | $1,003,527 | -4.0% | 8,326 | -4.8% | 0.10% | -4.8% |
| Q3 2022 | $1,045,000 | +8.2% | 8,749 | +13.5% | 0.10% | +9.5% |
| Q2 2022 | $966,000 | -20.4% | 7,710 | +0.9% | 0.10% | +25.0% |
| Q1 2022 | $1,213,000 | -8.1% | 7,638 | +0.3% | 0.08% | -6.2% |
| Q4 2021 | $1,320,000 | +102.5% | 7,612 | +78.4% | 0.08% | +80.0% |
| Q3 2021 | $652,000 | +4246.7% | 4,268 | +4168.0% | 0.04% | +4400.0% |
| Q2 2021 | $15,000 | +15.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | -86.4% | 100 | -88.9% | 0.00% | -90.0% |
| Q4 2017 | $66,000 | – | 900 | – | 0.01% | – |
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% |