ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,231,011 | -11.7% | 8,002 | -9.0% | 0.10% | -12.6% |
Q2 2023 | $1,393,805 | +20.8% | 8,790 | +5.8% | 0.12% | +11.2% |
Q1 2023 | $1,154,076 | +11.6% | 8,307 | -3.1% | 0.11% | +0.9% |
Q4 2022 | $1,033,806 | -47.8% | 8,577 | -48.4% | 0.11% | -6.2% |
Q3 2022 | $1,982,000 | +10.5% | 16,612 | +16.3% | 0.11% | +9.7% |
Q2 2022 | $1,794,000 | -27.2% | 14,280 | -8.0% | 0.10% | -14.2% |
Q1 2022 | $2,464,000 | +27.5% | 15,514 | +39.3% | 0.12% | -37.2% |
Q4 2021 | $1,933,000 | +32.9% | 11,139 | +15.3% | 0.19% | +27.3% |
Q2 2021 | $1,455,000 | +17.5% | 9,663 | +5.0% | 0.15% | -9.6% |
Q1 2021 | $1,238,000 | +1.4% | 9,201 | +0.2% | 0.17% | -7.3% |
Q4 2020 | $1,221,000 | +21.1% | 9,179 | +10.6% | 0.18% | +8.5% |
Q3 2020 | $1,008,000 | +26.6% | 8,303 | +11.2% | 0.16% | +14.6% |
Q2 2020 | $796,000 | +46.6% | 7,464 | +15.9% | 0.14% | +15.2% |
Q1 2020 | $543,000 | -8.7% | 6,442 | +4.6% | 0.12% | +38.9% |
Q4 2019 | $595,000 | +15.3% | 6,156 | +3.0% | 0.09% | -15.9% |
Q3 2019 | $516,000 | -3.4% | 5,979 | -4.6% | 0.11% | +52.9% |
Q2 2019 | $534,000 | +1.9% | 6,269 | -2.0% | 0.07% | -40.2% |
Q1 2019 | $524,000 | -28.1% | 6,398 | -37.0% | 0.12% | -40.3% |
Q4 2018 | $729,000 | – | 10,158 | – | 0.20% | – |
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% |