ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $117,988 | -54.4% | 767 | -53.0% | 0.00% | -55.6% |
Q2 2023 | $258,770 | +55074.8% | 1,632 | -51.7% | 0.01% | -40.0% |
Q1 2023 | $469 | -65.4% | 3,379 | -69.9% | 0.02% | -73.2% |
Q4 2022 | $1,355 | -99.0% | 11,244 | +937.3% | 0.06% | +2700.0% |
Q3 2022 | $130,000 | -66.4% | 1,084 | -65.0% | 0.00% | -77.8% |
Q2 2022 | $387,000 | -70.0% | 3,094 | -58.4% | 0.01% | -59.1% |
Q4 2021 | $1,290,000 | -39.4% | 7,438 | -46.7% | 0.02% | -59.3% |
Q3 2021 | $2,130,000 | +101.5% | 13,948 | +98.7% | 0.05% | +92.9% |
Q2 2021 | $1,057,000 | -20.3% | 7,019 | -28.9% | 0.03% | +27.3% |
Q1 2021 | $1,327,000 | +487.2% | 9,866 | +479.7% | 0.02% | +214.3% |
Q4 2020 | $226,000 | -56.9% | 1,702 | -60.5% | 0.01% | +16.7% |
Q3 2020 | $524,000 | -27.8% | 4,314 | -36.6% | 0.01% | -80.0% |
Q2 2020 | $726,000 | +937.1% | 6,805 | +721.9% | 0.03% | +650.0% |
Q1 2020 | $70,000 | -68.6% | 828 | -64.1% | 0.00% | -78.9% |
Q4 2019 | $223,000 | -57.3% | 2,307 | -61.5% | 0.02% | -47.2% |
Q3 2019 | $522,000 | -56.8% | 5,995 | -57.4% | 0.04% | -55.6% |
Q2 2019 | $1,207,000 | -4.1% | 14,063 | -8.1% | 0.08% | +6.6% |
Q1 2019 | $1,259,000 | +109.8% | 15,306 | +118.1% | 0.08% | +72.7% |
Q3 2018 | $600,000 | +4900.0% | 7,019 | +4370.7% | 0.04% | +4300.0% |
Q2 2018 | $12,000 | -97.4% | 157 | -97.5% | 0.00% | -97.5% |
Q1 2018 | $470,000 | – | 6,373 | – | 0.04% | – |
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% |