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 | $27,995,349 | -3.5% | 270,827 | -0.4% | 2.23% | +2.3% |
Q2 2023 | $28,999,730 | -13.1% | 271,940 | -20.7% | 2.18% | -16.6% |
Q1 2023 | $33,377,066 | +2.2% | 342,997 | -5.5% | 2.61% | -5.7% |
Q4 2022 | $32,657,272 | +6.5% | 362,980 | +0.5% | 2.77% | -3.0% |
Q3 2022 | $30,677,000 | +4.2% | 361,328 | +10.2% | 2.85% | +9.4% |
Q2 2022 | $29,450,000 | +1899.3% | 327,912 | +2306.7% | 2.61% | +2167.8% |
Q1 2022 | $1,473,000 | +503.7% | 13,625 | +537.6% | 0.12% | +538.9% |
Q4 2021 | $244,000 | -5.1% | 2,137 | -14.4% | 0.02% | -14.3% |
Q3 2021 | $257,000 | +6.2% | 2,497 | +6.0% | 0.02% | +5.0% |
Q2 2021 | $242,000 | -35.3% | 2,356 | -40.4% | 0.02% | -37.5% |
Q1 2021 | $374,000 | +10.0% | 3,953 | +4.9% | 0.03% | -28.9% |
Q4 2020 | $340,000 | – | 3,769 | – | 0.04% | – |
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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% |