ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,041,892 | -24.7% | 19,774 | -22.3% | 0.05% | -25.0% |
| Q2 2023 | $4,037,737 | -28.1% | 25,465 | -37.0% | 0.06% | -31.9% |
| Q1 2023 | $5,615,551 | +24.4% | 40,420 | +7.9% | 0.09% | +14.6% |
| Q4 2022 | $4,513,760 | +24.1% | 37,449 | +23.1% | 0.08% | -14.6% |
| Q3 2022 | $3,636,000 | +397.4% | 30,430 | +421.6% | 0.10% | +464.7% |
| Q2 2022 | $731,000 | -10.1% | 5,834 | +14.0% | 0.02% | +6.2% |
| Q1 2022 | $813,000 | +23.2% | 5,116 | +34.5% | 0.02% | +23.1% |
| Q4 2021 | $660,000 | +21.5% | 3,805 | +7.0% | 0.01% | +18.2% |
| Q3 2021 | $543,000 | -1.5% | 3,557 | -2.8% | 0.01% | -15.4% |
| Q2 2021 | $551,000 | +8.7% | 3,659 | -3.0% | 0.01% | -7.1% |
| Q1 2021 | $507,000 | -7.8% | 3,772 | -8.7% | 0.01% | -22.2% |
| Q4 2020 | $550,000 | +7.8% | 4,132 | -1.7% | 0.02% | -5.3% |
| Q3 2020 | $510,000 | +5.2% | 4,204 | -7.5% | 0.02% | -9.5% |
| Q2 2020 | $485,000 | +75.7% | 4,546 | +38.6% | 0.02% | +40.0% |
| Q1 2020 | $276,000 | -42.9% | 3,281 | -34.0% | 0.02% | -28.6% |
| Q4 2019 | $483,000 | +7.3% | 4,968 | -3.5% | 0.02% | +5.0% |
| Q3 2019 | $450,000 | +5.9% | 5,148 | +3.8% | 0.02% | +5.3% |
| Q2 2019 | $425,000 | +3.7% | 4,959 | -0.5% | 0.02% | -5.0% |
| Q1 2019 | $410,000 | +24.2% | 4,985 | +7.9% | 0.02% | +5.3% |
| Q4 2018 | $330,000 | -17.3% | 4,620 | -0.6% | 0.02% | -5.0% |
| Q3 2018 | $399,000 | +29.1% | 4,650 | +17.8% | 0.02% | +11.1% |
| Q2 2018 | $309,000 | +52.2% | 3,948 | +43.4% | 0.02% | +50.0% |
| Q1 2018 | $203,000 | -13.6% | 2,753 | -14.3% | 0.01% | -14.3% |
| Q4 2017 | $235,000 | -71.7% | 3,213 | -79.3% | 0.01% | -80.0% |
| Q4 2015 | $831,000 | – | 15,508 | – | 0.07% | – |
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% |