ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 97 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170 | -2.3% | 1,100 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $174 | +128.9% | 1,100 | +100.0% | 0.02% | +114.3% |
| Q1 2023 | $76 | +15.2% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $66 | -99.9% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $66,000 | -24.1% | 550 | 0.0% | 0.01% | -30.0% |
| Q1 2022 | $87,000 | -8.4% | 550 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $95,000 | +13.1% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | +1.2% | 550 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $83,000 | +12.2% | 550 | 0.0% | 0.01% | -29.4% |
| Q1 2021 | $74,000 | +1.4% | 550 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $73,000 | +9.0% | 550 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $67,000 | +13.6% | 550 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $59,000 | +28.3% | 550 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $46,000 | -13.2% | 550 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $53,000 | +10.4% | 550 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $48,000 | +2.1% | 550 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $47,000 | +4.4% | 550 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $45,000 | +15.4% | 550 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $39,000 | -17.0% | 550 | 0.0% | 0.02% | -11.1% |
| Q3 2018 | $47,000 | +9.3% | 550 | 0.0% | 0.02% | +20.0% |
| Q2 2018 | $43,000 | +4.9% | 550 | 0.0% | 0.02% | -25.0% |
| Q1 2018 | $41,000 | – | 550 | – | 0.02% | – |
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% |