ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $782,000 | -25.3% | 12,721 | -29.9% | 0.01% | -22.2% |
| Q3 2017 | $1,047,000 | -35.5% | 18,156 | -37.7% | 0.01% | -40.0% |
| Q2 2017 | $1,622,000 | -2.1% | 29,123 | -5.3% | 0.02% | 0.0% |
| Q1 2017 | $1,657,000 | +5.8% | 30,745 | 0.0% | 0.02% | +15.4% |
| Q4 2016 | $1,566,000 | +5.6% | 30,745 | +2.3% | 0.01% | -18.8% |
| Q3 2016 | $1,483,000 | +172.1% | 30,045 | +159.2% | 0.02% | +300.0% |
| Q4 2015 | $545,000 | +7.7% | 11,590 | 0.0% | 0.00% | +33.3% |
| Q3 2015 | $506,000 | -13.9% | 11,590 | -7.2% | 0.00% | -25.0% |
| Q2 2015 | $588,000 | +173.5% | 12,490 | +161.4% | 0.00% | +300.0% |
| Q3 2014 | $215,000 | +42.4% | 4,779 | +41.4% | 0.00% | 0.0% |
| Q2 2014 | $151,000 | +43.8% | 3,379 | +36.3% | 0.00% | – |
| Q1 2014 | $105,000 | – | 2,479 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |