ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,878 | +0.4% | 7,963 | +3.5% | 0.13% | +3.2% |
| Q2 2023 | $1,220,372 | +298.8% | 7,697 | -36.1% | 0.12% | +629.4% |
| Q1 2023 | $306,026 | -29.0% | 12,038 | +236.8% | 0.02% | -10.5% |
| Q4 2022 | $430,786 | -98.6% | 3,574 | -98.6% | 0.02% | -98.9% |
| Q3 2022 | $30,333,000 | +3.4% | 253,850 | +9.4% | 1.79% | -31.3% |
| Q2 2022 | $29,331,000 | +57.9% | 232,106 | +98.5% | 2.61% | +148.7% |
| Q1 2022 | $18,580,000 | +49.7% | 116,952 | +63.4% | 1.05% | -0.2% |
| Q4 2021 | $12,410,000 | -34.8% | 71,592 | -49.4% | 1.05% | -31.1% |
| Q1 2021 | $19,045,000 | +17.1% | 141,553 | +15.8% | 1.52% | +1.5% |
| Q4 2020 | $16,260,000 | – | 122,221 | – | 1.50% | – |
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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% |