ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,576,791 | -2.4% | 101,260 | +0.6% | 3.83% | +0.6% |
| Q2 2023 | $15,965,000 | +10.5% | 100,689 | -3.2% | 3.81% | +6.3% |
| Q1 2023 | $14,448,000 | +10.1% | 103,993 | -4.5% | 3.58% | +4.4% |
| Q4 2022 | $13,125,000 | -2.3% | 108,894 | -3.1% | 3.43% | -9.8% |
| Q3 2022 | $13,434,000 | -8.2% | 112,430 | -3.8% | 3.81% | -4.2% |
| Q2 2022 | $14,636,000 | -14.0% | 116,863 | +9.1% | 3.97% | -4.4% |
| Q1 2022 | $17,018,000 | -18.9% | 107,117 | -11.5% | 4.16% | -20.8% |
| Q4 2021 | $20,991,000 | +1.4% | 121,092 | -10.7% | 5.25% | -8.0% |
| Q3 2021 | $20,707,000 | -4.4% | 135,630 | -5.7% | 5.70% | -5.7% |
| Q2 2021 | $21,670,000 | -20.3% | 143,894 | -28.8% | 6.05% | -29.4% |
| Q1 2021 | $27,201,000 | -14.1% | 202,178 | -15.1% | 8.56% | -21.6% |
| Q4 2020 | $31,670,000 | +2.3% | 238,052 | -6.6% | 10.92% | -9.1% |
| Q3 2020 | $30,943,000 | +0.3% | 254,952 | -11.9% | 12.01% | -11.3% |
| Q2 2020 | $30,844,000 | +20.8% | 289,290 | -4.6% | 13.54% | +0.8% |
| Q1 2020 | $25,531,000 | – | 303,178 | – | 13.43% | – |
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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% |