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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,562,661 | -2.9% | 131,205 | +0.2% | 0.20% | -3.0% |
| Q2 2023 | $13,966,108 | +10.1% | 130,965 | +0.4% | 0.20% | -1.0% |
| Q1 2023 | $12,688,056 | +9.8% | 130,388 | +1.6% | 0.20% | +1.0% |
| Q4 2022 | $11,550,619 | +193.0% | 128,383 | +176.5% | 0.20% | +161.0% |
| Q3 2022 | $3,942,000 | +331.3% | 46,431 | +356.0% | 0.08% | +352.9% |
| Q2 2022 | $914,000 | +8.9% | 10,182 | +31.2% | 0.02% | +21.4% |
| Q1 2022 | $839,000 | +146.0% | 7,759 | +159.3% | 0.01% | +180.0% |
| Q4 2021 | $341,000 | +14.4% | 2,992 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $298,000 | +0.3% | 2,892 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $297,000 | +3.8% | 2,892 | -4.3% | 0.01% | -16.7% |
| Q1 2021 | $286,000 | +4.8% | 3,022 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $273,000 | +11.4% | 3,022 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $245,000 | – | 3,022 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
| KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
| Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
| DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
| WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
| ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
| Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
| WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
| Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |