ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,228 | -3.3% | 1,867 | -0.4% | 0.12% | +6.8% |
| Q2 2023 | $297,170 | +35.8% | 1,874 | +18.5% | 0.12% | +7.3% |
| Q1 2023 | $218,798 | -5.1% | 1,582 | -17.3% | 0.11% | +2.8% |
| Q4 2022 | $230,552 | +0.7% | 1,913 | -0.4% | 0.11% | -9.4% |
| Q3 2022 | $229,000 | -11.6% | 1,920 | -7.1% | 0.12% | -10.7% |
| Q2 2022 | $259,000 | -19.8% | 2,066 | +1.6% | 0.13% | -9.0% |
| Q1 2022 | $323,000 | -25.4% | 2,034 | -18.5% | 0.14% | -17.2% |
| Q4 2021 | $433,000 | +13.6% | 2,496 | 0.0% | 0.17% | -2.2% |
| Q3 2021 | $381,000 | +1.9% | 2,496 | -0.1% | 0.18% | +4.7% |
| Q2 2021 | $374,000 | +6.6% | 2,498 | -1.1% | 0.17% | -1.7% |
| Q1 2021 | $351,000 | +4.2% | 2,527 | -0.2% | 0.17% | -9.4% |
| Q4 2020 | $337,000 | +8.0% | 2,533 | 0.0% | 0.19% | +2.7% |
| Q3 2020 | $312,000 | – | 2,533 | – | 0.19% | – |
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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% |