ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141 | -18.0% | 915 | -15.6% | 0.02% | -15.8% |
| Q2 2023 | $172 | +12.4% | 1,084 | -1.5% | 0.02% | +5.6% |
| Q1 2023 | $153 | +5000.0% | 1,100 | +5138.1% | 0.02% | – |
| Q4 2022 | $3 | -100.0% | 21 | -99.3% | 0.00% | -100.0% |
| Q2 2022 | $380,000 | -90.9% | 3,031 | -88.5% | 0.05% | -86.1% |
| Q1 2022 | $4,184,000 | +44.3% | 26,333 | +57.5% | 0.37% | +55.9% |
| Q4 2021 | $2,899,000 | -75.4% | 16,722 | -78.3% | 0.24% | -75.7% |
| Q3 2021 | $11,773,000 | +3747.4% | 77,108 | +2093.1% | 0.97% | +1307.2% |
| Q3 2019 | $306,000 | – | 3,516 | – | 0.07% | – |
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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% |