ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. 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 ↓ |
---|---|---|---|
Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |