ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |