ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 39 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,130,638 | +4.2% | 15,906 | -1.1% | 0.00% | 0.0% |
| Q1 2024 | $2,044,070 | +10.4% | 16,080 | -0.0% | 0.00% | 0.0% |
| Q4 2023 | $1,851,060 | +10.5% | 16,084 | -0.7% | 0.00% | 0.0% |
| Q3 2023 | $1,675,319 | -3.3% | 16,205 | -0.3% | 0.00% | -20.0% |
| Q2 2023 | $1,732,742 | +108128.7% | 16,251 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $1,601 | +9.3% | 16,460 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $1,465 | -99.6% | 16,289 | +296.9% | 0.01% | +400.0% |
| Q3 2022 | $348,000 | +48.7% | 4,104 | +19.5% | 0.00% | -66.7% |
| Q2 2019 | $234,000 | +4.0% | 3,434 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $225,000 | 0.0% | 3,434 | -10.9% | 0.00% | -25.0% |
| Q4 2018 | $225,000 | -3.0% | 3,852 | +12.2% | 0.00% | -33.3% |
| Q3 2018 | $232,000 | +13.2% | 3,434 | +5.6% | 0.01% | 0.0% |
| Q2 2018 | $205,000 | +2.5% | 3,251 | 0.0% | 0.01% | -25.0% |
| Q4 2017 | $200,000 | – | 3,251 | – | 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% |