ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $322,230 | +13.9% | 1,839 | 0.0% | 0.07% | +3.1% |
| Q3 2023 | $282,893 | -3.0% | 1,839 | 0.0% | 0.06% | +3.2% |
| Q2 2023 | $291,592 | +14.1% | 1,839 | 0.0% | 0.06% | +6.8% |
| Q1 2023 | $255,492 | +114986.5% | 1,839 | 0.0% | 0.06% | +15.7% |
| Q4 2022 | $222 | -99.9% | 1,839 | 0.0% | 0.05% | -7.3% |
| Q3 2022 | $220,000 | -4.3% | 1,839 | 0.0% | 0.06% | +3.8% |
| Q2 2022 | $230,000 | -21.2% | 1,839 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $292,000 | -8.5% | 1,839 | 0.0% | 0.06% | -1.7% |
| Q4 2021 | $319,000 | +13.5% | 1,839 | 0.0% | 0.06% | +7.4% |
| Q3 2021 | $281,000 | +1.4% | 1,839 | 0.0% | 0.05% | +1.9% |
| Q2 2021 | $277,000 | +12.1% | 1,839 | 0.0% | 0.05% | +6.0% |
| Q1 2021 | $247,000 | +0.8% | 1,839 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $245,000 | +9.9% | 1,839 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $223,000 | – | 1,839 | – | 0.05% | – |
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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% |