ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 61 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $235,000 | – | 4,485 | – | 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% |