ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335 | -83.7% | 2,177 | -83.9% | 0.02% | -52.9% |
Q2 2023 | $2,061 | +77.2% | 13,540 | +61.8% | 0.05% | -10.5% |
Q1 2023 | $1,163 | +61.1% | 8,368 | +39.6% | 0.06% | +42.5% |
Q4 2022 | $722 | -99.9% | 5,993 | +13.2% | 0.04% | +5.3% |
Q3 2022 | $633,000 | -34.2% | 5,296 | -31.0% | 0.04% | -26.9% |
Q2 2022 | $962,000 | -14.0% | 7,679 | +9.1% | 0.05% | -10.3% |
Q1 2022 | $1,118,000 | -24.6% | 7,036 | -17.7% | 0.06% | -20.5% |
Q4 2021 | $1,482,000 | +23.4% | 8,553 | +8.7% | 0.07% | +2.8% |
Q3 2021 | $1,201,000 | +431.4% | 7,868 | +363.9% | 0.07% | +273.7% |
Q4 2020 | $226,000 | -24.2% | 1,696 | -30.8% | 0.02% | -53.7% |
Q3 2020 | $298,000 | -2.6% | 2,451 | -30.3% | 0.04% | -30.5% |
Q3 2019 | $306,000 | – | 3,516 | – | 0.06% | – |
Download |
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% |