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 | $170,832 | -7.7% | 1,652 | -4.8% | 0.00% | – |
| Q2 2023 | $185,087 | -13.0% | 1,736 | -20.6% | 0.00% | – |
| Q1 2023 | $212,751 | +136.9% | 2,186 | +119.0% | 0.00% | – |
| Q4 2022 | $89,824 | +24.8% | 998 | +17.3% | 0.00% | – |
| Q3 2022 | $72,000 | +5.9% | 851 | +11.7% | 0.00% | – |
| Q2 2022 | $68,000 | -52.4% | 762 | -42.2% | 0.00% | – |
| Q1 2022 | $143,000 | +286.5% | 1,319 | +308.4% | 0.00% | – |
| Q4 2021 | $37,000 | +12.1% | 323 | +0.6% | 0.00% | – |
| Q3 2021 | $33,000 | 0.0% | 321 | 0.0% | 0.00% | – |
| Q2 2021 | $33,000 | +37.5% | 321 | +28.9% | 0.00% | – |
| Q1 2021 | $24,000 | -54.7% | 249 | -57.3% | 0.00% | – |
| Q4 2020 | $53,000 | -32.9% | 583 | -40.0% | 0.00% | – |
| Q3 2020 | $79,000 | +338.9% | 971 | +293.1% | 0.00% | – |
| Q2 2020 | $18,000 | -61.7% | 247 | -75.3% | 0.00% | -100.0% |
| Q1 2016 | $47,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $47,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |