ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,761 | -6.2% | 7,718 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $850,084 | -9.6% | 7,972 | -17.5% | 0.00% | -50.0% |
| Q1 2023 | $939,841 | -16.5% | 9,658 | -22.8% | 0.00% | 0.0% |
| Q4 2022 | $1,125,957 | +8.5% | 12,515 | +2.3% | 0.00% | 0.0% |
| Q3 2022 | $1,038,000 | -9.8% | 12,231 | -4.6% | 0.00% | -33.3% |
| Q2 2022 | $1,151,000 | -23.8% | 12,816 | -8.3% | 0.00% | 0.0% |
| Q1 2022 | $1,511,000 | -46.6% | 13,980 | -43.6% | 0.00% | -40.0% |
| Q4 2021 | $2,827,000 | +56.4% | 24,809 | +41.5% | 0.01% | +25.0% |
| Q3 2021 | $1,807,000 | +10.7% | 17,538 | +10.5% | 0.00% | +33.3% |
| Q2 2021 | $1,632,000 | +2.1% | 15,875 | -5.9% | 0.00% | -25.0% |
| Q1 2021 | $1,599,000 | -45.8% | 16,876 | -48.3% | 0.00% | -42.9% |
| Q4 2020 | $2,949,000 | -29.0% | 32,662 | -36.2% | 0.01% | -41.7% |
| Q3 2020 | $4,156,000 | +9.5% | 51,178 | -0.1% | 0.01% | 0.0% |
| Q2 2020 | $3,794,000 | +43.9% | 51,246 | +19.7% | 0.01% | +9.1% |
| Q1 2020 | $2,636,000 | +9.9% | 42,823 | +34.2% | 0.01% | +37.5% |
| Q4 2019 | $2,398,000 | -6.5% | 31,912 | -14.2% | 0.01% | -11.1% |
| Q3 2019 | $2,564,000 | +5.0% | 37,202 | +3.7% | 0.01% | 0.0% |
| Q2 2019 | $2,441,000 | +47.1% | 35,874 | +41.9% | 0.01% | +28.6% |
| Q1 2019 | $1,659,000 | – | 25,274 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |