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 | 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% |