ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,305,982 | -3.6% | 66,996 | -0.7% | 0.84% | -4.3% |
| Q2 2023 | $10,695,176 | +10.3% | 67,452 | -3.4% | 0.88% | +1.1% |
| Q1 2023 | $9,695,891 | +1076025.5% | 69,790 | +1242.6% | 0.87% | +880.9% |
| Q4 2022 | $901 | -100.0% | 5,198 | -88.3% | 0.09% | -84.5% |
| Q3 2022 | $5,300,000 | -2.7% | 44,359 | +2.0% | 0.58% | -0.2% |
| Q2 2022 | $5,449,000 | +105.8% | 43,507 | +161.0% | 0.58% | +130.4% |
| Q1 2022 | $2,648,000 | +193.9% | 16,669 | +220.7% | 0.25% | +180.9% |
| Q4 2021 | $901,000 | +54.5% | 5,198 | +36.2% | 0.09% | +36.9% |
| Q3 2021 | $583,000 | -4.1% | 3,816 | -1.1% | 0.06% | -5.8% |
| Q2 2021 | $608,000 | – | 3,860 | – | 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% |