ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Strategic Equity Management | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |