ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,806,124 | -86.4% | 17,472 | -85.9% | 0.00% | -83.3% |
| Q2 2023 | $13,254,160 | +22.7% | 124,289 | +12.0% | 0.01% | +20.0% |
| Q1 2023 | $10,802,344 | -15.0% | 111,010 | -21.4% | 0.01% | -28.6% |
| Q4 2022 | $12,708,588 | +32.9% | 141,254 | +25.4% | 0.01% | +40.0% |
| Q3 2022 | $9,560,000 | -92.9% | 112,601 | -92.4% | 0.01% | -93.3% |
| Q2 2022 | $133,882,000 | -22.7% | 1,490,724 | -6.9% | 0.08% | -13.8% |
| Q1 2022 | $173,135,000 | -2.7% | 1,601,915 | +2.6% | 0.09% | -1.1% |
| Q4 2021 | $177,905,000 | +36.5% | 1,561,119 | +23.4% | 0.09% | +22.2% |
| Q3 2021 | $130,312,000 | -7.3% | 1,264,678 | -7.5% | 0.07% | -10.0% |
| Q2 2021 | $140,526,000 | +2.2% | 1,366,849 | -5.8% | 0.08% | -10.1% |
| Q1 2021 | $137,458,000 | -10.7% | 1,451,054 | -14.9% | 0.09% | -23.3% |
| Q4 2020 | $153,993,000 | +66.7% | 1,705,541 | +50.0% | 0.12% | +41.5% |
| Q3 2020 | $92,353,000 | +76.1% | 1,137,351 | +60.6% | 0.08% | +60.8% |
| Q2 2020 | $52,436,000 | +237.8% | 708,311 | +180.8% | 0.05% | +183.3% |
| Q1 2020 | $15,525,000 | +961.2% | 252,226 | +651.8% | 0.02% | +157.1% |
| Q3 2015 | $1,463,000 | – | 33,548 | – | 0.01% | – |
Download | ||||||
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% |