ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 26 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $463,000 | +6.9% | 9,701 | +5.0% | 0.04% | +2.8% |
| Q1 2016 | $433,000 | -6.5% | 9,240 | -6.3% | 0.04% | -7.7% |
| Q4 2015 | $463,000 | +7.4% | 9,865 | -0.3% | 0.04% | +2.6% |
| Q3 2015 | $431,000 | -17.3% | 9,890 | -10.7% | 0.04% | -11.6% |
| Q2 2015 | $521,000 | -12.6% | 11,075 | -13.2% | 0.04% | -12.2% |
| Q1 2015 | $596,000 | -10.0% | 12,752 | -9.1% | 0.05% | -9.3% |
| Q4 2014 | $662,000 | +8.0% | 14,027 | +2.9% | 0.05% | +5.9% |
| Q3 2014 | $613,000 | -2.4% | 13,627 | -3.2% | 0.05% | -1.9% |
| Q2 2014 | $628,000 | -6.4% | 14,075 | -10.8% | 0.05% | -10.3% |
| Q1 2014 | $671,000 | -5.1% | 15,784 | -6.3% | 0.06% | -7.9% |
| Q4 2013 | $707,000 | +8.8% | 16,845 | -1.3% | 0.06% | +5.0% |
| Q3 2013 | $650,000 | -7.4% | 17,060 | -11.1% | 0.06% | -9.1% |
| Q2 2013 | $702,000 | – | 19,200 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |