ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,928 | -3.1% | 2,592 | 0.0% | 0.00% | – |
| Q2 2023 | $276,404 | +0.9% | 2,592 | -7.9% | 0.00% | – |
| Q1 2023 | $273,939 | -8.7% | 2,815 | -15.6% | 0.00% | – |
| Q4 2022 | $300,053 | -15.0% | 3,335 | -14.7% | 0.00% | – |
| Q4 2020 | $353,000 | -3.8% | 3,908 | -13.6% | 0.00% | – |
| Q3 2020 | $367,000 | +2.8% | 4,524 | -6.2% | 0.00% | – |
| Q2 2020 | $357,000 | +51.3% | 4,821 | +25.7% | 0.00% | – |
| Q1 2020 | $236,000 | – | 3,835 | – | 0.00% | – |
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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% |