ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,585,987 | +8.4% | 10,310 | +11.7% | 0.21% | +12.6% |
| Q2 2023 | $1,463,509 | +30.3% | 9,230 | +14.1% | 0.18% | +22.8% |
| Q1 2023 | $1,123,527 | +18.7% | 8,087 | +3.0% | 0.15% | +12.0% |
| Q4 2022 | $946,763 | +100.2% | 7,855 | +98.3% | 0.13% | +72.7% |
| Q3 2022 | $473,000 | +62.0% | 3,962 | +69.7% | 0.08% | +71.1% |
| Q2 2022 | $292,000 | -55.0% | 2,335 | -42.8% | 0.04% | -50.5% |
| Q1 2022 | $649,000 | – | 4,083 | – | 0.09% | – |
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% |