ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 54 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $92,000 | +13.6% | 529 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | +1.2% | 529 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $80,000 | +233.3% | 533 | +204.6% | 0.01% | +200.0% |
| Q1 2021 | $24,000 | +380.0% | 175 | +414.7% | 0.00% | – |
| Q4 2020 | $5,000 | -76.2% | 34 | -80.6% | 0.00% | -100.0% |
| Q3 2020 | $21,000 | +16.7% | 175 | -16.3% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $20,000 | +11.1% | 209 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +200.0% | 209 | +207.4% | 0.00% | +100.0% |
| Q2 2019 | $6,000 | +200.0% | 68 | +151.9% | 0.00% | – |
| Q3 2016 | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | -50.0% | 27 | -42.6% | 0.00% | -100.0% |
| Q2 2015 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -93.9% | 47 | -93.1% | 0.00% | -85.7% |
| Q3 2014 | $33,000 | +10.0% | 677 | +7.5% | 0.01% | -56.2% |
| Q2 2014 | $30,000 | – | 630 | – | 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% |