ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,624,000 | -6.9% | 15,027 | -1.8% | 0.18% | +18.1% |
| Q4 2021 | $1,744,000 | +10.6% | 15,300 | 0.0% | 0.15% | -2.0% |
| Q3 2021 | $1,577,000 | +0.3% | 15,300 | 0.0% | 0.15% | -38.7% |
| Q2 2021 | $1,573,000 | +8.6% | 15,300 | 0.0% | 0.25% | -15.1% |
| Q1 2021 | $1,449,000 | +4.9% | 15,300 | 0.0% | 0.29% | -0.3% |
| Q4 2020 | $1,381,000 | +11.2% | 15,300 | 0.0% | 0.29% | -7.9% |
| Q3 2020 | $1,242,000 | +9.6% | 15,300 | 0.0% | 0.32% | +2.3% |
| Q2 2020 | $1,133,000 | +20.3% | 15,300 | 0.0% | 0.31% | +7.2% |
| Q1 2020 | $942,000 | – | 15,300 | – | 0.29% | – |
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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% |