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 2022 | $1,581,000 | +5.5% | 9,586 | +8.3% | 0.17% | -15.1% |
| Q2 2022 | $1,499,000 | -5.8% | 8,853 | +14.1% | 0.20% | +22.1% |
| Q1 2022 | $1,592,000 | -3.7% | 7,758 | +4.4% | 0.16% | +20.7% |
| Q4 2021 | $1,653,000 | -2.2% | 7,433 | -3.8% | 0.14% | -4.3% |
| Q3 2021 | $1,691,000 | -4.0% | 7,729 | +0.6% | 0.14% | -6.0% |
| Q2 2021 | $1,762,000 | -3.7% | 7,684 | -7.2% | 0.15% | +2.7% |
| Q1 2021 | $1,830,000 | +19.4% | 8,282 | +5.9% | 0.15% | +9.0% |
| Q4 2020 | $1,533,000 | +37.7% | 7,817 | +5.2% | 0.13% | -32.7% |
| Q3 2020 | $1,113,000 | -2.7% | 7,432 | -7.0% | 0.20% | -9.1% |
| Q2 2020 | $1,144,000 | -2.6% | 7,992 | -22.1% | 0.22% | -12.7% |
| Q1 2020 | $1,174,000 | -33.6% | 10,257 | -3.9% | 0.25% | -29.5% |
| Q4 2019 | $1,768,000 | +9.6% | 10,671 | +0.1% | 0.36% | +13.0% |
| Q3 2019 | $1,613,000 | -78.0% | 10,656 | -77.7% | 0.32% | -75.7% |
| Q1 2019 | $7,329,000 | +15.2% | 47,871 | +0.8% | 1.30% | +2.1% |
| Q4 2018 | $6,361,000 | -14.5% | 47,508 | +7.6% | 1.27% | -2.2% |
| Q3 2018 | $7,439,000 | +5.5% | 44,136 | +2.5% | 1.30% | +3.9% |
| Q2 2018 | $7,050,000 | +27.2% | 43,046 | +17.9% | 1.25% | +43.0% |
| Q1 2018 | $5,544,000 | +3.5% | 36,512 | +4.0% | 0.87% | -2.5% |
| Q4 2017 | $5,355,000 | +2.6% | 35,123 | -0.3% | 0.90% | -0.3% |
| Q3 2017 | $5,219,000 | +9.8% | 35,222 | +4.4% | 0.90% | +13.0% |
| Q2 2017 | $4,752,000 | +10.4% | 33,723 | +7.7% | 0.80% | +38.7% |
| Q1 2017 | $4,305,000 | +25.0% | 31,313 | +22.6% | 0.57% | +31.7% |
| Q4 2016 | $3,445,000 | +9.2% | 25,546 | +0.6% | 0.44% | -22.0% |
| Q3 2016 | $3,155,000 | +5.8% | 25,397 | -50.6% | 0.56% | +64.1% |
| Q2 2016 | $2,983,000 | +11.0% | 51,362 | +111.4% | 0.34% | -51.1% |
| Q1 2016 | $2,688,000 | +27.2% | 24,301 | +29.6% | 0.70% | +34.4% |
| Q4 2015 | $2,113,000 | +14.3% | 18,758 | +10.8% | 0.52% | +15.9% |
| Q3 2015 | $1,849,000 | -22.0% | 16,932 | -10.8% | 0.45% | +47.5% |
| Q2 2015 | $2,369,000 | +1.9% | 18,972 | +1.5% | 0.30% | +15.2% |
| Q1 2015 | $2,324,000 | +17.1% | 18,689 | +12.6% | 0.26% | +100.8% |
| Q4 2014 | $1,985,000 | +11.3% | 16,591 | +1.8% | 0.13% | +9.2% |
| Q3 2014 | $1,783,000 | -6.2% | 16,304 | +1.9% | 0.12% | -4.8% |
| Q2 2014 | $1,900,000 | +6.7% | 15,995 | +4.5% | 0.13% | +1.6% |
| Q1 2014 | $1,781,000 | -6.8% | 15,310 | -7.6% | 0.12% | -35.8% |
| Q4 2013 | $1,911,000 | +18.8% | 16,567 | +9.8% | 0.19% | +67.8% |
| Q3 2013 | $1,608,000 | +26.1% | 15,087 | +14.7% | 0.12% | +22.3% |
| Q2 2013 | $1,275,000 | – | 13,149 | – | 0.09% | – |
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% |