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 | $763,904 | -19.6% | 7,390 | -24.3% | 0.09% | -28.8% |
| Q1 2023 | $950,310 | -86.1% | 9,766 | -87.2% | 0.12% | -85.8% |
| Q4 2022 | $6,855,411 | +250.7% | 76,198 | +344.0% | 0.88% | +333.0% |
| Q4 2021 | $1,955,000 | -84.3% | 17,161 | -85.8% | 0.20% | -85.1% |
| Q3 2021 | $12,435,000 | +174.6% | 120,681 | +55.6% | 1.36% | +21.3% |
| Q4 2018 | $4,529,000 | -42.2% | 77,573 | -33.1% | 1.12% | -31.7% |
| Q3 2018 | $7,838,000 | -7.1% | 115,975 | -13.4% | 1.64% | -7.9% |
| Q2 2018 | $8,439,000 | – | 133,860 | – | 1.79% | – |
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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% |