ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,902,569 | +9.4% | 12,368 | -1.2% | 0.01% | +10.0% |
| Q2 2023 | $1,739,125 | 0.0% | 12,518 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,739,125 | +0.2% | 12,518 | -13.1% | 0.01% | 0.0% |
| Q4 2022 | $1,735,511 | +60.4% | 14,399 | +58.9% | 0.01% | +42.9% |
| Q3 2022 | $1,082,000 | -17.3% | 9,063 | -13.3% | 0.01% | -12.5% |
| Q2 2022 | $1,308,000 | -13.9% | 10,450 | +9.2% | 0.01% | +14.3% |
| Q1 2022 | $1,519,000 | +208.1% | 9,571 | +236.2% | 0.01% | +250.0% |
| Q4 2021 | $493,000 | – | 2,847 | – | 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% |