ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 39 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,000 | +27.8% | 219 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -14.3% | 219 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $21,000 | +10.5% | 219 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $19,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 219 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $18,000 | +12.5% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -15.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +11.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | +6.2% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | +6.7% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | -21.1% | 219 | -24.0% | 0.00% | 0.0% |
| Q2 2017 | $19,000 | +5.6% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | +12.5% | 288 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $16,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | 0.0% | 288 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $16,000 | +6.7% | 288 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $15,000 | +87.5% | 288 | +92.0% | 0.01% | +66.7% |
| Q2 2015 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | – | 150 | – | 0.00% | – |
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% |