ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,905,112 | -83.5% | 37,778 | -83.0% | 0.01% | -82.8% |
| Q2 2023 | $23,662,670 | +686.2% | 221,893 | +617.4% | 0.03% | +625.0% |
| Q1 2023 | $3,009,701 | -73.3% | 30,929 | -75.3% | 0.00% | -75.0% |
| Q4 2022 | $11,254,347 | +68.3% | 125,090 | +58.8% | 0.02% | +60.0% |
| Q3 2022 | $6,686,979 | -48.0% | 78,763 | -45.0% | 0.01% | -68.8% |
| Q2 2022 | $12,863,000 | -19.7% | 143,221 | -3.4% | 0.03% | -3.0% |
| Q1 2022 | $16,017,000 | +12.6% | 148,200 | +18.7% | 0.03% | +22.2% |
| Q4 2021 | $14,225,000 | +52.7% | 124,827 | +38.1% | 0.03% | +42.1% |
| Q3 2021 | $9,316,000 | +48.2% | 90,412 | +47.8% | 0.02% | +58.3% |
| Q2 2021 | $6,287,000 | -29.2% | 61,156 | -34.7% | 0.01% | -33.3% |
| Q1 2021 | $8,876,000 | -7.9% | 93,699 | -12.2% | 0.02% | -10.0% |
| Q4 2020 | $9,635,000 | – | 106,708 | – | 0.02% | – |
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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% |