ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,704,016 | -4.4% | 37,080 | -1.5% | 0.27% | +0.7% |
| Q2 2023 | $5,966,613 | +11.4% | 37,630 | -2.4% | 0.27% | -52.0% |
| Q1 2023 | $5,354,917 | +6.9% | 38,544 | -7.2% | 0.56% | -4.4% |
| Q4 2022 | $5,008,022 | -21.1% | 41,550 | -21.8% | 0.59% | -31.3% |
| Q3 2022 | $6,348,000 | -5.1% | 53,121 | -0.5% | 0.86% | -4.2% |
| Q2 2022 | $6,688,000 | +16.8% | 53,399 | +61.6% | 0.90% | +50.2% |
| Q4 2021 | $5,727,000 | – | 33,037 | – | 0.60% | – |
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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% |