ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $422,353 | +5.4% | 3,153 | +0.0% | 0.21% | -9.2% |
| Q1 2024 | $400,706 | +10.5% | 3,152 | +0.0% | 0.23% | 0.0% |
| Q4 2023 | $362,674 | +11.4% | 3,151 | +0.1% | 0.23% | -4.6% |
| Q3 2023 | $325,453 | -3.1% | 3,148 | 0.0% | 0.24% | +0.4% |
| Q2 2023 | $335,748 | +9.6% | 3,148 | +0.0% | 0.24% | +0.4% |
| Q1 2023 | $306,273 | +8.2% | 3,147 | +0.0% | 0.24% | -1.7% |
| Q4 2022 | $283,049 | +6.0% | 3,146 | +0.1% | 0.24% | +1.3% |
| Q3 2022 | $267,000 | -5.3% | 3,143 | 0.0% | 0.24% | +4.4% |
| Q2 2022 | $282,000 | -17.1% | 3,143 | +0.0% | 0.23% | +5.1% |
| Q1 2022 | $340,000 | -5.0% | 3,142 | +0.0% | 0.22% | +17.9% |
| Q4 2021 | $358,000 | +10.5% | 3,141 | +0.0% | 0.18% | +5.7% |
| Q3 2021 | $324,000 | +0.3% | 3,140 | 0.0% | 0.17% | +1.2% |
| Q2 2021 | $323,000 | +8.8% | 3,140 | 0.0% | 0.17% | -3.4% |
| Q1 2021 | $297,000 | +4.6% | 3,140 | 0.0% | 0.18% | 0.0% |
| Q4 2020 | $284,000 | +11.4% | 3,140 | 0.0% | 0.18% | -6.3% |
| Q3 2020 | $255,000 | +9.9% | 3,140 | 0.0% | 0.19% | -3.1% |
| Q2 2020 | $232,000 | -9.4% | 3,140 | -7.9% | 0.20% | +0.5% |
| Q4 2019 | $256,000 | +8.9% | 3,410 | 0.0% | 0.20% | +0.5% |
| Q3 2019 | $235,000 | +1.3% | 3,410 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $232,000 | +3.6% | 3,410 | 0.0% | 0.19% | -1.5% |
| Q1 2019 | $224,000 | -2.6% | 3,410 | 0.0% | 0.19% | +1.6% |
| Q3 2018 | $230,000 | +7.0% | 3,410 | 0.0% | 0.19% | +1.1% |
| Q2 2018 | $215,000 | +3.9% | 3,410 | 0.0% | 0.19% | -2.1% |
| Q1 2018 | $207,000 | -1.4% | 3,410 | 0.0% | 0.19% | -6.3% |
| Q4 2017 | $210,000 | +183.8% | 3,410 | +74.4% | 0.21% | +114.6% |
| Q3 2013 | $74,000 | +5.7% | 1,955 | +2.6% | 0.10% | -4.0% |
| Q2 2013 | $70,000 | – | 1,905 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
| KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
| Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
| DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
| WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
| ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
| Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
| WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
| Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |