ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,565 | -38.0% | 7,863 | -36.1% | 0.05% | -36.1% |
| Q2 2023 | $1,951,081 | +142.2% | 12,305 | +112.2% | 0.07% | +132.3% |
| Q1 2023 | $805,516 | +1491596.3% | 5,798 | +1200.0% | 0.03% | +933.3% |
| Q4 2022 | $54 | -99.9% | 446 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -5.4% | 446 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $56,000 | -21.1% | 446 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -26.8% | 446 | -20.6% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +42.6% | 562 | +26.0% | 0.00% | 0.0% |
| Q3 2021 | $68,000 | +1.5% | 446 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | -10.7% | 446 | -20.6% | 0.00% | 0.0% |
| Q1 2021 | $75,000 | – | 562 | – | 0.00% | – |
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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% |