ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,627,309 | -6.4% | 17,079 | -3.6% | 0.01% | -46.7% |
Q2 2023 | $2,808,346 | +15.1% | 17,712 | +0.9% | 0.02% | +200.0% |
Q1 2023 | $2,439,333 | +246.2% | 17,558 | +200.3% | 0.01% | +150.0% |
Q4 2022 | $704,618 | -56.1% | 5,846 | -56.5% | 0.00% | -50.0% |
Q3 2022 | $1,606,000 | +113.6% | 13,442 | +123.9% | 0.00% | +100.0% |
Q2 2022 | $752,000 | -10.3% | 6,003 | +13.9% | 0.00% | 0.0% |
Q1 2022 | $838,000 | -7.1% | 5,272 | +1.3% | 0.00% | 0.0% |
Q4 2021 | $902,000 | +9.3% | 5,202 | -3.7% | 0.00% | 0.0% |
Q3 2021 | $825,000 | +47.8% | 5,402 | +45.9% | 0.00% | +100.0% |
Q2 2021 | $558,000 | +12.5% | 3,702 | +0.4% | 0.00% | -50.0% |
Q1 2021 | $496,000 | +1.0% | 3,689 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $491,000 | -1.0% | 3,689 | -9.8% | 0.00% | 0.0% |
Q3 2020 | $496,000 | +13.8% | 4,089 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $436,000 | +57.4% | 4,089 | +24.3% | 0.00% | 0.0% |
Q1 2020 | $277,000 | -23.5% | 3,289 | -12.3% | 0.00% | 0.0% |
Q4 2019 | $362,000 | +54.0% | 3,749 | +38.6% | 0.00% | +100.0% |
Q3 2019 | $235,000 | -5.2% | 2,705 | -6.5% | 0.00% | 0.0% |
Q2 2019 | $248,000 | -19.0% | 2,892 | -22.2% | 0.00% | -50.0% |
Q1 2019 | $306,000 | +14.6% | 3,718 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $267,000 | +8.1% | 3,718 | +28.6% | 0.00% | +100.0% |
Q3 2018 | $247,000 | +16.5% | 2,892 | +6.9% | 0.00% | 0.0% |
Q2 2018 | $212,000 | +6.0% | 2,705 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $200,000 | -29.3% | 2,705 | -35.3% | 0.00% | -50.0% |
Q3 2017 | $283,000 | +5.2% | 4,179 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $269,000 | +4.7% | 4,179 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $257,000 | -9.2% | 4,179 | -17.0% | 0.00% | 0.0% |
Q4 2016 | $283,000 | – | 5,033 | – | 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% |