ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,982 | -90.1% | 232 | -89.8% | 0.00% | -87.5% |
| Q2 2023 | $242,393 | +25907.8% | 2,273 | -76.3% | 0.01% | -73.3% |
| Q1 2023 | $932 | +53.5% | 9,575 | +41.9% | 0.03% | +20.0% |
| Q4 2022 | $607 | -99.9% | 6,750 | -17.0% | 0.02% | +127.3% |
| Q3 2022 | $691,000 | +1545.2% | 8,132 | +1645.1% | 0.01% | +1000.0% |
| Q2 2022 | $42,000 | -82.5% | 466 | -77.9% | 0.00% | -75.0% |
| Q4 2021 | $240,000 | -44.1% | 2,109 | -49.4% | 0.00% | -63.6% |
| Q3 2021 | $429,000 | -26.3% | 4,166 | -26.5% | 0.01% | -26.7% |
| Q2 2021 | $582,000 | -8.3% | 5,665 | -19.4% | 0.02% | -21.1% |
| Q4 2020 | $635,000 | +477.3% | 7,031 | +418.9% | 0.02% | +1800.0% |
| Q3 2020 | $110,000 | -96.7% | 1,355 | -97.0% | 0.00% | -99.3% |
| Q2 2020 | $3,340,000 | +3876.2% | 45,111 | +2810.4% | 0.14% | +1612.5% |
| Q1 2017 | $84,000 | – | 1,550 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 424,830 | $48,414,000 | 15.14% |
| Gilbert & Cook, Inc. | 456,454 | $52,017,000 | 8.37% |
| WFA Asset Management Corp | 105,074 | $11,974,218 | 7.81% |
| FIRST CITIZENS BANK & TRUST CO | 1,566,239 | $178,489,000 | 6.98% |
| DOHJ, LLC | 114,379 | $13,035,000 | 5.83% |
| Aspire Wealth Management Corp | 36,088 | $4,113,000 | 3.33% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 39,320 | $4,481,000 | 2.51% |
| Grant Street Asset Management, Inc. | 33,573 | $3,826,000 | 2.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 112,283 | $12,796,000 | 1.93% |
| Compton Wealth Advisory Group, LLC | 24,342 | $2,774,000 | 1.19% |