REGENTATLANTIC CAPITAL LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
REGENTATLANTIC CAPITAL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$386,000
-5.6%
4,5500.0%0.01%
-7.7%
Q2 2022$409,000
-16.9%
4,5500.0%0.01%
-7.1%
Q1 2022$492,000
-5.2%
4,5500.0%0.01%0.0%
Q4 2021$519,000
+10.7%
4,5500.0%0.01%0.0%
Q3 2021$469,000
+0.2%
4,5500.0%0.01%0.0%
Q2 2021$468,000
+8.6%
4,5500.0%0.01%
-6.7%
Q1 2021$431,000
+4.9%
4,5500.0%0.02%
-6.2%
Q4 2020$411,000
+11.4%
4,5500.0%0.02%
-5.9%
Q3 2020$369,000
+9.5%
4,5500.0%0.02%
-10.5%
Q2 2020$337,000
+20.4%
4,5500.0%0.02%
-13.6%
Q1 2020$280,000
-18.1%
4,5500.0%0.02%
+4.8%
Q4 2019$342,000
+8.9%
4,5500.0%0.02%0.0%
Q3 2019$314,000
+1.3%
4,5500.0%0.02%0.0%
Q2 2019$310,000
+3.7%
4,5500.0%0.02%0.0%
Q1 2019$299,000
+12.4%
4,5500.0%0.02%
-8.7%
Q4 2018$266,000
-13.4%
4,5500.0%0.02%
-4.2%
Q3 2018$307,000
+7.0%
4,5500.0%0.02%
-4.0%
Q2 2018$287,0004,5500.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 201,060$16,325,00010.68%
C-J Advisory, Inc. 128,637$10,445,0007.60%
FIRST CITIZENS BANK & TRUST CO 910,048$73,896,0005.21%
DOHJ, LLC 82,459$6,975,0004.37%
Grant Street Asset Management, Inc. 35,017$2,843,0001.70%
BOKF, NA 760,580$61,759,0001.36%
Systelligence, LLC 54,418$4,419,0001.34%
Compton Wealth Advisory Group, LLC 20,524$1,667,0001.25%
CREATIVE FINANCIAL DESIGNS INC /ADV 58,678$4,765,0001.18%
Patriot Financial Group Insurance Agency, LLC 22,701$1,843,0000.60%
View complete list of ISHARES TR shareholders