ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 65 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,214 | +13.6% | 21,420 | +17.2% | 0.22% | -14.9% |
| Q2 2023 | $1,949 | +13.1% | 18,283 | +3.1% | 0.26% | 0.0% |
| Q1 2023 | $1,724 | +9.0% | 17,725 | +0.9% | 0.26% | -1.2% |
| Q4 2022 | $1,581 | -99.9% | 17,573 | +19.7% | 0.26% | +8.9% |
| Q3 2022 | $1,246,000 | +21.0% | 14,679 | +28.0% | 0.24% | +24.7% |
| Q2 2022 | $1,030,000 | -7.8% | 11,470 | +10.9% | 0.19% | +3.8% |
| Q1 2022 | $1,117,000 | +4.4% | 10,342 | +10.1% | 0.18% | -18.3% |
| Q4 2021 | $1,070,000 | +11.0% | 9,394 | +0.4% | 0.22% | -4.7% |
| Q3 2021 | $964,000 | +4.7% | 9,357 | +4.4% | 0.24% | +1.7% |
| Q2 2021 | $921,000 | +12.3% | 8,962 | +3.5% | 0.23% | +1.3% |
| Q1 2021 | $820,000 | +10.7% | 8,659 | +5.4% | 0.23% | -0.9% |
| Q4 2020 | $741,000 | +10.3% | 8,217 | -0.8% | 0.23% | -9.1% |
| Q3 2020 | $672,000 | +8.2% | 8,284 | -1.2% | 0.25% | -1.9% |
| Q2 2020 | $621,000 | +45.4% | 8,385 | +20.9% | 0.26% | +69.7% |
| Q1 2020 | $427,000 | -19.7% | 6,935 | -2.1% | 0.15% | -14.1% |
| Q4 2019 | $532,000 | +9.0% | 7,085 | 0.0% | 0.18% | -4.3% |
| Q3 2019 | $488,000 | +4.9% | 7,085 | 0.0% | 0.18% | -3.6% |
| Q1 2019 | $465,000 | – | 7,085 | – | 0.19% | – |
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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% |