ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,226 | -2.8% | 21,537 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $2,290 | -9.8% | 21,470 | -17.7% | 0.01% | -16.7% |
| Q1 2023 | $2,539 | -35.0% | 26,096 | -39.9% | 0.01% | -40.0% |
| Q4 2022 | $3,905 | -99.7% | 43,404 | +169.8% | 0.02% | +150.0% |
| Q3 2022 | $1,366,000 | -12.6% | 16,087 | -7.6% | 0.01% | 0.0% |
| Q2 2022 | $1,563,000 | -57.3% | 17,401 | -48.6% | 0.01% | -52.9% |
| Q1 2022 | $3,661,000 | +55.0% | 33,869 | +63.4% | 0.02% | +54.5% |
| Q4 2021 | $2,362,000 | -38.0% | 20,728 | -43.9% | 0.01% | -42.1% |
| Q3 2021 | $3,809,000 | +110.1% | 36,970 | +109.7% | 0.02% | +111.1% |
| Q2 2021 | $1,813,000 | -51.1% | 17,633 | -54.9% | 0.01% | -55.0% |
| Q1 2021 | $3,704,000 | +50.4% | 39,101 | +43.3% | 0.02% | +42.9% |
| Q4 2020 | $2,463,000 | +368.3% | 27,282 | +321.1% | 0.01% | +250.0% |
| Q3 2020 | $526,000 | +15.4% | 6,478 | +5.2% | 0.00% | +33.3% |
| Q2 2020 | $456,000 | +21.3% | 6,160 | +0.8% | 0.00% | -25.0% |
| Q1 2020 | $376,000 | -11.3% | 6,112 | +8.4% | 0.00% | +33.3% |
| Q4 2019 | $424,000 | -12.0% | 5,638 | -19.3% | 0.00% | -25.0% |
| Q3 2019 | $482,000 | +13.1% | 6,988 | +11.5% | 0.00% | 0.0% |
| Q2 2019 | $426,000 | -4.1% | 6,266 | -7.5% | 0.00% | 0.0% |
| Q1 2019 | $444,000 | +15.6% | 6,773 | +3.1% | 0.00% | 0.0% |
| Q4 2018 | $384,000 | -1.0% | 6,570 | +14.5% | 0.00% | 0.0% |
| Q3 2018 | $388,000 | +0.8% | 5,739 | -6.0% | 0.00% | 0.0% |
| Q2 2018 | $385,000 | +21.1% | 6,107 | +16.7% | 0.00% | 0.0% |
| Q1 2018 | $318,000 | +1.9% | 5,233 | +3.0% | 0.00% | 0.0% |
| Q4 2017 | $312,000 | -13.6% | 5,082 | -18.8% | 0.00% | -20.0% |
| Q3 2017 | $361,000 | -2.4% | 6,260 | -5.7% | 0.01% | 0.0% |
| Q2 2017 | $370,000 | -7.5% | 6,635 | -10.6% | 0.01% | -28.6% |
| Q1 2017 | $400,000 | +5.8% | 7,418 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $378,000 | -3.6% | 7,418 | -6.7% | 0.01% | 0.0% |
| Q3 2016 | $392,000 | – | 7,950 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |