ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,931 | -10.3% | 2,119 | -7.5% | 0.02% | -10.5% |
| Q2 2023 | $363,271 | +13.1% | 2,291 | -0.9% | 0.02% | +5.6% |
| Q1 2023 | $321,185 | -0.1% | 2,312 | -13.3% | 0.02% | -10.0% |
| Q4 2022 | $321,464 | +1.1% | 2,667 | +0.2% | 0.02% | -16.7% |
| Q3 2022 | $318,000 | -3.3% | 2,661 | +1.2% | 0.02% | -17.2% |
| Q2 2022 | $329,000 | -21.1% | 2,630 | +0.2% | 0.03% | -9.4% |
| Q1 2022 | $417,000 | -17.8% | 2,626 | -10.2% | 0.03% | -13.5% |
| Q4 2021 | $507,000 | -0.8% | 2,923 | -12.6% | 0.04% | -11.9% |
| Q3 2021 | $511,000 | -2.5% | 3,344 | -3.9% | 0.04% | +27.3% |
| Q2 2021 | $524,000 | +1.2% | 3,481 | -9.6% | 0.03% | -10.8% |
| Q1 2021 | $518,000 | +9.7% | 3,851 | +8.6% | 0.04% | -5.1% |
| Q4 2020 | $472,000 | +12.9% | 3,547 | +3.1% | 0.04% | -7.1% |
| Q3 2020 | $418,000 | +24.8% | 3,441 | +9.5% | 0.04% | -8.7% |
| Q2 2020 | $335,000 | +20.1% | 3,143 | -5.0% | 0.05% | +15.0% |
| Q1 2020 | $279,000 | +5.7% | 3,310 | +21.3% | 0.04% | +29.0% |
| Q4 2019 | $264,000 | -70.2% | 2,729 | -73.2% | 0.03% | -74.4% |
| Q3 2019 | $887,000 | +61.6% | 10,179 | +59.2% | 0.12% | +51.2% |
| Q2 2019 | $549,000 | +123.2% | 6,394 | +113.6% | 0.08% | +95.1% |
| Q1 2019 | $246,000 | +2975.0% | 2,994 | +2724.5% | 0.04% | +1950.0% |
| Q1 2018 | $8,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | – | 105 | – | 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% |