ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 28 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $221,000 | -12.6% | 3,445 | -6.4% | 0.00% | -50.0% |
| Q3 2019 | $253,000 | +17.7% | 3,680 | +16.9% | 0.00% | 0.0% |
| Q2 2019 | $215,000 | +19.4% | 3,147 | +14.4% | 0.00% | +100.0% |
| Q1 2019 | $180,000 | -2.2% | 2,751 | -12.7% | 0.00% | -50.0% |
| Q4 2018 | $184,000 | -4.2% | 3,153 | +10.8% | 0.00% | 0.0% |
| Q3 2018 | $192,000 | +50.0% | 2,846 | +35.1% | 0.00% | +100.0% |
| Q2 2018 | $128,000 | 0.0% | 2,107 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $128,000 | +312.9% | 2,107 | +321.4% | 0.00% | – |
| Q4 2017 | $31,000 | +6.9% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $29,000 | +3.6% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $28,000 | +3.7% | 500 | 0.0% | 0.00% | – |
| Q1 2017 | $27,000 | +8.0% | 500 | 0.0% | 0.00% | – |
| Q4 2016 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $25,000 | +4.2% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $24,000 | -31.4% | 500 | -32.7% | 0.00% | -100.0% |
| Q1 2016 | $35,000 | +52.2% | 743 | +48.6% | 0.00% | – |
| Q4 2015 | $23,000 | +4.5% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $22,000 | -29.0% | 500 | -23.2% | 0.00% | -100.0% |
| Q2 2015 | $31,000 | +3.3% | 651 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $30,000 | -14.3% | 651 | -13.3% | 0.00% | 0.0% |
| Q4 2014 | $35,000 | +2.9% | 751 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $34,000 | -39.3% | 751 | -40.0% | 0.00% | -50.0% |
| Q2 2014 | $56,000 | +5.7% | 1,251 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $53,000 | 0.0% | 1,251 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $53,000 | +152.4% | 1,251 | +127.0% | 0.00% | +100.0% |
| Q3 2013 | $21,000 | +425.0% | 551 | +451.0% | 0.00% | – |
| Q2 2013 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 424,830 | $48,414,000 | 15.14% |
| Gilbert & Cook, Inc. | 456,454 | $52,017,000 | 8.37% |
| WFA Asset Management Corp | 105,074 | $11,974,218 | 7.81% |
| FIRST CITIZENS BANK & TRUST CO | 1,566,239 | $178,489,000 | 6.98% |
| DOHJ, LLC | 114,379 | $13,035,000 | 5.83% |
| Aspire Wealth Management Corp | 36,088 | $4,113,000 | 3.33% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 39,320 | $4,481,000 | 2.51% |
| Grant Street Asset Management, Inc. | 33,573 | $3,826,000 | 2.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 112,283 | $12,796,000 | 1.93% |
| Compton Wealth Advisory Group, LLC | 24,342 | $2,774,000 | 1.19% |