ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 204 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,944,411 | -3.1% | 12,640 | -0.2% | 0.10% | 0.0% |
| Q2 2023 | $2,007,528 | +477.3% | 12,661 | +405.8% | 0.10% | +450.0% |
| Q1 2023 | $347,742 | -45.8% | 2,503 | -38.0% | 0.02% | -40.0% |
| Q1 2022 | $641,000 | -47.1% | 4,034 | -42.3% | 0.03% | -42.3% |
| Q4 2021 | $1,211,000 | +42.5% | 6,986 | +25.5% | 0.05% | +36.8% |
| Q3 2021 | $850,000 | +31.0% | 5,565 | +29.2% | 0.04% | +31.0% |
| Q2 2021 | $649,000 | +45.8% | 4,307 | +30.1% | 0.03% | +38.1% |
| Q1 2021 | $445,000 | +12.4% | 3,311 | +1.4% | 0.02% | -4.5% |
| Q3 2020 | $396,000 | – | 3,265 | – | 0.02% | – |
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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% |