ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 65 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $356,749 | +60.5% | 3,666 | +48.4% | 0.01% | +50.0% |
| Q4 2022 | $222,321 | +5.9% | 2,471 | +34.1% | 0.00% | 0.0% |
| Q4 2021 | $210,000 | -38.6% | 1,843 | -44.4% | 0.00% | -42.9% |
| Q3 2021 | $342,000 | -2.0% | 3,315 | -2.4% | 0.01% | -12.5% |
| Q2 2021 | $349,000 | -25.6% | 3,397 | -45.0% | 0.01% | -60.0% |
| Q4 2019 | $469,000 | +22.1% | 6,177 | +10.3% | 0.02% | +17.6% |
| Q3 2019 | $384,000 | +793.0% | 5,599 | +781.7% | 0.02% | +750.0% |
| Q1 2019 | $43,000 | -92.4% | 635 | -92.4% | 0.00% | -92.9% |
| Q3 2018 | $567,000 | +35.0% | 8,409 | -15.9% | 0.03% | -51.7% |
| Q1 2014 | $420,000 | 0.0% | 10,000 | 0.0% | 0.06% | -6.5% |
| Q4 2013 | $420,000 | – | 10,000 | – | 0.06% | – |
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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% |