ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,723 | -3.4% | 5,829 | -0.4% | 0.06% | -10.6% |
| Q2 2023 | $928,101 | +8.2% | 5,853 | -5.2% | 0.07% | 0.0% |
| Q1 2023 | $857,474 | +30.2% | 6,171 | +12.9% | 0.07% | +20.0% |
| Q4 2022 | $658,723 | -1.7% | 5,465 | -2.6% | 0.06% | -21.4% |
| Q3 2022 | $670,000 | -19.8% | 5,610 | -15.8% | 0.07% | -7.9% |
| Q2 2022 | $835,000 | -20.1% | 6,666 | +1.3% | 0.08% | -10.6% |
| Q1 2022 | $1,045,000 | – | 6,580 | – | 0.08% | – |
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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% |