ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 26 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,244,000 | +1.6% | 21,578 | -1.8% | 0.01% | -12.5% |
| Q2 2017 | $1,224,000 | +0.2% | 21,973 | -3.1% | 0.01% | 0.0% |
| Q1 2017 | $1,222,000 | +46.3% | 22,671 | +38.4% | 0.01% | +33.3% |
| Q4 2016 | $835,000 | +9.0% | 16,384 | +5.6% | 0.01% | 0.0% |
| Q3 2016 | $766,000 | +47.3% | 15,513 | +42.6% | 0.01% | +50.0% |
| Q2 2016 | $520,000 | -73.5% | 10,882 | -74.0% | 0.00% | -76.5% |
| Q1 2016 | $1,963,000 | +0.1% | 41,907 | +0.4% | 0.02% | -10.5% |
| Q4 2015 | $1,961,000 | +25.9% | 41,742 | +16.9% | 0.02% | +18.8% |
| Q3 2015 | $1,558,000 | -4.7% | 35,713 | +2.9% | 0.02% | 0.0% |
| Q2 2015 | $1,635,000 | +8.2% | 34,707 | +7.4% | 0.02% | 0.0% |
| Q1 2015 | $1,511,000 | +15.3% | 32,316 | +16.4% | 0.02% | +6.7% |
| Q4 2014 | $1,311,000 | – | 27,768 | – | 0.02% | – |
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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% |