ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,936 | -71.8% | 2,400 | -74.2% | 0.00% | -50.0% |
| Q1 2023 | $906,443 | +8.2% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $838,071 | +6.0% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $791,000 | -5.5% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $837,000 | -16.9% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,007,000 | -5.2% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,062,000 | +9.5% | 9,315 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $970,000 | +1.3% | 9,417 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $958,000 | +8.6% | 9,315 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $882,000 | +4.9% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $841,000 | +11.2% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $756,000 | +9.6% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $690,000 | +20.4% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $573,000 | -18.6% | 9,315 | -0.5% | 0.00% | 0.0% |
| Q4 2019 | $704,000 | +9.7% | 9,365 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $642,000 | +1.3% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $634,000 | +3.8% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $611,000 | +12.3% | 9,315 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $544,000 | -21.8% | 9,315 | -9.6% | 0.00% | 0.0% |
| Q3 2018 | $696,000 | +7.1% | 10,305 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $650,000 | +3.8% | 10,305 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $626,000 | +28.8% | 10,305 | +30.4% | 0.00% | +33.3% |
| Q4 2017 | $486,000 | +6.6% | 7,905 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $456,000 | +3.6% | 7,905 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $440,000 | +3.3% | 7,905 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $426,000 | +5.7% | 7,905 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $403,000 | +18.2% | 7,905 | +14.3% | 0.00% | +33.3% |
| Q3 2016 | $341,000 | +3.3% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $330,000 | +1.9% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $324,000 | -0.3% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $325,000 | +7.6% | 6,915 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $302,000 | -7.4% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $326,000 | +0.9% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $323,000 | -0.9% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $326,000 | +4.8% | 6,915 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $311,000 | +0.6% | 6,915 | 0.0% | 0.00% | -20.0% |
| Q2 2014 | $309,000 | -5.2% | 6,915 | -10.0% | 0.01% | -16.7% |
| Q1 2014 | $326,000 | -88.1% | 7,680 | -88.2% | 0.01% | -89.1% |
| Q4 2013 | $2,739,000 | +4.5% | 65,215 | -5.3% | 0.06% | -6.8% |
| Q3 2013 | $2,621,000 | -4.8% | 68,845 | -8.6% | 0.06% | -13.2% |
| Q2 2013 | $2,753,000 | – | 75,315 | – | 0.07% | – |
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% |