ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $692,566 | +432.0% | 4,985 | +361.6% | 0.04% | +362.5% |
| Q4 2022 | $130,173 | +1.7% | 1,080 | +0.8% | 0.01% | -11.1% |
| Q3 2022 | $128,000 | -3.8% | 1,071 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $133,000 | -20.4% | 1,057 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $167,000 | -13.0% | 1,057 | -4.4% | 0.01% | -16.7% |
| Q4 2021 | $192,000 | -72.5% | 1,106 | -75.8% | 0.01% | -75.0% |
| Q3 2021 | $698,000 | +59.7% | 4,570 | +57.4% | 0.05% | +54.8% |
| Q2 2021 | $437,000 | +214.4% | 2,904 | +181.7% | 0.03% | +158.3% |
| Q1 2021 | $139,000 | – | 1,031 | – | 0.01% | – |
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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% |