ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,878 | +1.8% | 18,834 | +5.0% | 0.04% | +2.6% |
| Q2 2023 | $1,912,734 | +36.8% | 17,936 | +24.9% | 0.04% | +30.0% |
| Q1 2023 | $1,397,804 | +7.9% | 14,364 | -0.2% | 0.03% | 0.0% |
| Q4 2022 | $1,295,345 | +31.5% | 14,398 | +24.0% | 0.03% | +50.0% |
| Q3 2022 | $985,000 | -23.6% | 11,607 | -19.2% | 0.02% | -20.0% |
| Q2 2022 | $1,290,000 | -60.3% | 14,362 | -52.2% | 0.02% | -56.1% |
| Q1 2022 | $3,249,000 | -5.3% | 30,058 | -0.2% | 0.06% | -3.4% |
| Q4 2021 | $3,432,000 | +9.5% | 30,118 | -1.0% | 0.06% | +3.5% |
| Q3 2021 | $3,135,000 | +40.9% | 30,424 | +40.6% | 0.06% | +39.0% |
| Q2 2021 | $2,225,000 | +33.6% | 21,645 | +23.1% | 0.04% | +28.1% |
| Q1 2021 | $1,666,000 | -39.7% | 17,588 | -42.5% | 0.03% | -42.9% |
| Q4 2020 | $2,761,000 | -37.3% | 30,580 | -43.6% | 0.06% | -44.0% |
| Q3 2020 | $4,402,000 | – | 54,217 | – | 0.10% | – |
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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% |