ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,386,162 | -3.7% | 9,011 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,439,883 | +12.3% | 9,081 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $1,282,324 | -0.4% | 9,230 | -13.6% | 0.00% | 0.0% |
| Q4 2022 | $1,287,743 | +2.9% | 10,684 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $1,251,000 | -13.6% | 10,471 | -9.5% | 0.00% | 0.0% |
| Q2 2022 | $1,448,000 | -36.2% | 11,565 | -19.1% | 0.00% | -50.0% |
| Q1 2022 | $2,270,000 | +17.2% | 14,289 | +27.9% | 0.00% | +33.3% |
| Q4 2021 | $1,937,000 | +11.3% | 11,173 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $1,740,000 | -9.0% | 11,395 | -10.2% | 0.00% | 0.0% |
| Q2 2021 | $1,912,000 | +25.7% | 12,696 | +12.3% | 0.00% | 0.0% |
| Q1 2021 | $1,521,000 | -34.2% | 11,307 | -35.0% | 0.00% | -40.0% |
| Q4 2020 | $2,313,000 | +44.6% | 17,387 | +31.9% | 0.01% | +25.0% |
| Q3 2020 | $1,600,000 | -0.2% | 13,182 | -12.4% | 0.00% | -20.0% |
| Q2 2020 | $1,604,000 | +51.9% | 15,043 | +20.0% | 0.01% | +25.0% |
| Q1 2020 | $1,056,000 | -13.7% | 12,539 | -1.0% | 0.00% | 0.0% |
| Q4 2019 | $1,224,000 | +45.7% | 12,669 | +31.3% | 0.00% | +33.3% |
| Q3 2019 | $840,000 | -0.5% | 9,646 | -2.0% | 0.00% | 0.0% |
| Q2 2019 | $844,000 | +22.1% | 9,839 | +17.0% | 0.00% | +50.0% |
| Q1 2019 | $691,000 | +102.0% | 8,407 | +76.5% | 0.00% | +100.0% |
| Q4 2018 | $342,000 | +67.6% | 4,763 | +99.7% | 0.00% | 0.0% |
| Q3 2018 | $204,000 | +102.0% | 2,385 | +51.7% | 0.00% | 0.0% |
| Q2 2017 | $101,000 | -69.8% | 1,572 | -71.0% | 0.00% | -50.0% |
| Q1 2017 | $334,000 | +1864.7% | 5,428 | +1703.3% | 0.00% | – |
| Q4 2016 | $17,000 | -63.0% | 301 | -63.1% | 0.00% | – |
| Q3 2016 | $46,000 | +187.5% | 815 | +170.8% | 0.00% | – |
| Q2 2016 | $16,000 | 0.0% | 301 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | 0.0% | 301 | 0.0% | 0.00% | – |
| Q4 2015 | $16,000 | +6.7% | 301 | 0.0% | 0.00% | – |
| Q3 2015 | $15,000 | -6.2% | 301 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | 0.0% | 301 | -16.2% | 0.00% | – |
| Q4 2013 | $16,000 | – | 359 | – | 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% |