Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,297,483
+22.3%
14,935
+26.0%
0.01%
+28.6%
Q2 2023$1,878,920
+118369.1%
11,849
+3.8%
0.01%0.0%
Q1 2023$1,586
+16.2%
11,419
+0.8%
0.01%0.0%
Q4 2022$1,365
-99.9%
11,325
-3.7%
0.01%0.0%
Q3 2022$1,404,000
-3.3%
11,756
+1.4%
0.01%
-12.5%
Q2 2022$1,452,000
-26.0%
11,597
-6.1%
0.01%
-11.1%
Q1 2022$1,962,000
-9.6%
12,350
-1.4%
0.01%
-10.0%
Q4 2021$2,171,000
-0.4%
12,524
-12.3%
0.01%
-9.1%
Q3 2021$2,180,000
-6.6%
14,287
-7.9%
0.01%
-15.4%
Q2 2021$2,335,000
+85.8%
15,510
+65.8%
0.01%
+44.4%
Q1 2021$1,257,000
+9.9%
9,352
+8.6%
0.01%0.0%
Q4 2020$1,144,000
-0.6%
8,610
-9.2%
0.01%
-18.2%
Q3 2020$1,151,000
+3.3%
9,487
-9.1%
0.01%
-8.3%
Q2 2020$1,114,000
+1085.1%
10,439
+830.4%
0.01%
+1100.0%
Q1 2020$94,000
+235.7%
1,122
+292.3%
0.00%
Q4 2019$28,000
+12.0%
2860.0%0.00%
Q3 2019$25,000
+4.2%
286
+0.4%
0.00%
Q2 2019$24,000
+4.3%
285
+0.4%
0.00%
Q1 2019$23,0002840.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 772,784$74,635,0009.09%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 381,610$36,856,0008.48%
Great Lakes Retirement, Inc. 256,191$24,751,0007.61%
Atlantic Union Bankshares Corp 494,006$47,711,0006.12%
Stonebridge Financial Planning Group, LLC 55,346$5,345,0004.83%
Global Wealth Management Investment Advisory, Inc. 97,834$9,449,0004.00%
Simplicity Solutions, LLC 1,302,972$125,841,0003.83%
Legacy Wealth Planning, LLC 31,027$2,997,0003.39%
Stokes Capital Advisors, LLC 57,511$5,554,0002.80%
AE Wealth Management LLC 1,334,692$128,905,0002.80%
View complete list of ISHARES TR shareholders