ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |