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 | $628,449 | -2.3% | 3,973 | 0.0% | 0.06% | -7.2% |
| Q2 2023 | $643,268 | +17.0% | 3,973 | 0.0% | 0.07% | -5.5% |
| Q1 2023 | $549,665 | +14.6% | 3,973 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $479,501 | +0.9% | 3,973 | 0.0% | 0.07% | -24.2% |
| Q3 2022 | $475,000 | -4.6% | 3,973 | 0.0% | 0.10% | -11.2% |
| Q2 2022 | $498,000 | -22.6% | 3,973 | 0.0% | 0.11% | -25.2% |
| Q1 2022 | $643,000 | -1.4% | 3,973 | 0.0% | 0.14% | -28.9% |
| Q4 2021 | $652,000 | – | 3,973 | – | 0.20% | – |
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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% |