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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207,173 | -5.4% | 2,129 | -12.5% | 0.00% | 0.0% |
| Q4 2022 | $218,987 | +3.3% | 2,434 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $212,000 | -5.4% | 2,493 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $224,000 | -25.1% | 2,493 | -9.2% | 0.00% | -25.0% |
| Q1 2022 | $299,000 | -29.8% | 2,747 | -26.6% | 0.00% | -33.3% |
| Q4 2021 | $426,000 | -0.2% | 3,742 | -9.9% | 0.01% | -14.3% |
| Q3 2021 | $427,000 | -11.0% | 4,152 | -11.2% | 0.01% | -22.2% |
| Q2 2021 | $480,000 | +25.7% | 4,674 | +16.3% | 0.01% | +12.5% |
| Q1 2021 | $382,000 | +11.7% | 4,018 | +6.0% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | -27.8% | 3,789 | -35.3% | 0.01% | 0.0% |
| Q3 2020 | $474,000 | – | 5,859 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
| Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
| DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
| WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
| FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
| Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
| Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
| McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
| ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |