ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | -94.8% | 1,862 | -94.5% | 0.05% | -94.5% |
| Q4 2021 | $3,880,000 | +13.9% | 34,043 | +3.0% | 0.96% | +4.6% |
| Q3 2021 | $3,406,000 | +34.9% | 33,056 | +34.7% | 0.92% | +32.2% |
| Q2 2021 | $2,524,000 | +14.4% | 24,548 | +5.4% | 0.70% | +6.7% |
| Q1 2021 | $2,206,000 | – | 23,288 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 184,419 | $79,286,000 | 46.59% |
| Strategic Equity Management | 432,621 | $44,478,000 | 15.22% |
| Gilbert & Cook, Inc. | 418,439 | $43,020,000 | 7.74% |
| C-J Advisory, Inc. | 129,989 | $13,364,000 | 7.17% |
| FIRST CITIZENS BANK & TRUST CO | 1,313,246 | $135,014,000 | 6.40% |
| DOHJ, LLC | 80,252 | $8,251,000 | 4.34% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 108,292 | $11,133,000 | 1.93% |
| Compton Wealth Advisory Group, LLC | 21,473 | $2,208,000 | 1.03% |
| Orin Green Financial, LLC | 9,616 | $989,000 | 0.70% |
| VALICENTI ADVISORY SERVICES INC | 24,548 | $2,524,000 | 0.70% |