ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,067 | -3.0% | 618 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $97,991 | +14.1% | 618 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $85,859 | +12.4% | 618 | -2.5% | 0.02% | +5.3% |
| Q4 2022 | $76,416 | +0.5% | 634 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $76,000 | -3.8% | 634 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $79,000 | -21.8% | 634 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $101,000 | -12.9% | 634 | -5.7% | 0.02% | -12.5% |
| Q4 2021 | $116,000 | +12.6% | 672 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $103,000 | +2.0% | 672 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $101,000 | +12.2% | 672 | 0.0% | 0.02% | +8.7% |
| Q1 2021 | $90,000 | +1.1% | 672 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $89,000 | +8.5% | 672 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $82,000 | +13.9% | 672 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $72,000 | +35.8% | 672 | +6.7% | 0.02% | +38.9% |
| Q1 2020 | $53,000 | -13.1% | 630 | 0.0% | 0.02% | +20.0% |
| Q4 2019 | $61,000 | – | 630 | – | 0.02% | – |
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% |