ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |