ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 124 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,616,641 | +15.4% | 10,489 | +18.8% | 0.24% | +15.6% |
| Q2 2023 | $1,400,402 | +15.8% | 8,832 | +1.4% | 0.21% | +8.2% |
| Q1 2023 | $1,209,664 | +183.7% | 8,707 | +146.1% | 0.20% | +137.8% |
| Q4 2022 | $426,435 | +1084.5% | 3,538 | +1210.4% | 0.08% | +1266.7% |
| Q1 2021 | $36,000 | +9.1% | 270 | 0.0% | 0.01% | -50.0% |
| Q3 2020 | $33,000 | +13.8% | 270 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $29,000 | +26.1% | 270 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $23,000 | -11.5% | 270 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $26,000 | +8.3% | 270 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | – | 270 | – | 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% |