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 | $260,556 | -7.2% | 1,694 | -4.7% | 0.28% | -3.1% |
| Q2 2023 | $280,911 | +4.8% | 1,777 | -5.6% | 0.29% | -4.6% |
| Q1 2023 | $268,075 | +12.7% | 1,882 | -4.7% | 0.31% | +7.4% |
| Q4 2022 | $237,937 | -19.7% | 1,974 | -20.3% | 0.28% | -26.0% |
| Q3 2022 | $296,140 | -12.3% | 2,478 | -8.1% | 0.38% | -9.4% |
| Q2 2022 | $337,511 | -35.2% | 2,695 | -17.8% | 0.42% | -15.3% |
| Q1 2022 | $520,565 | -64.4% | 3,277 | -61.1% | 0.50% | -63.3% |
| Q4 2021 | $1,460,445 | – | 8,425 | – | 1.37% | – |
Download | ||||||
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% |