ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,886,596 | +1.9% | 24,128 | +0.7% | 0.80% | +3.6% |
Q2 2023 | $3,815,857 | +9.4% | 23,955 | -4.6% | 0.77% | -0.4% |
Q1 2023 | $3,487,965 | +3.1% | 25,106 | -0.5% | 0.78% | +4.3% |
Q4 2022 | $3,383,139 | -8.3% | 25,234 | -18.3% | 0.74% | -23.5% |
Q3 2022 | $3,691,000 | -5.8% | 30,891 | -1.3% | 0.97% | -1.1% |
Q2 2022 | $3,919,000 | -26.1% | 31,295 | -6.3% | 0.98% | -14.4% |
Q1 2022 | $5,305,000 | -5.9% | 33,390 | -5.4% | 1.15% | -6.8% |
Q4 2021 | $5,640,000 | +27.7% | 35,284 | +22.0% | 1.23% | +18.5% |
Q3 2021 | $4,415,000 | +3.4% | 28,916 | +2.0% | 1.04% | -5.5% |
Q2 2021 | $4,271,000 | +11.5% | 28,357 | -0.4% | 1.10% | +1.2% |
Q1 2021 | $3,831,000 | -1.5% | 28,478 | -0.2% | 1.09% | -6.6% |
Q4 2020 | $3,889,000 | -1.0% | 28,538 | -11.8% | 1.16% | -13.7% |
Q3 2020 | $3,928,000 | +14.5% | 32,367 | +0.6% | 1.35% | +0.7% |
Q2 2020 | $3,430,000 | – | 32,168 | – | 1.34% | – |
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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% |