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 | $469,012 | +12.0% | 4,537 | +15.6% | 0.00% | 0.0% |
| Q2 2023 | $418,681 | -7.4% | 3,926 | -15.5% | 0.00% | 0.0% |
| Q1 2023 | $452,297 | -60.3% | 4,648 | -63.3% | 0.00% | -66.7% |
| Q4 2022 | $1,139,247 | -26.3% | 12,663 | -30.5% | 0.01% | -52.6% |
| Q3 2022 | $1,546,000 | -22.3% | 18,211 | -17.8% | 0.02% | -26.9% |
| Q2 2022 | $1,990,000 | -58.7% | 22,160 | -50.3% | 0.03% | -55.9% |
| Q1 2022 | $4,823,000 | +11.6% | 44,626 | +17.7% | 0.06% | +11.3% |
| Q4 2021 | $4,322,000 | +56.5% | 37,930 | +41.5% | 0.05% | +43.2% |
| Q3 2021 | $2,762,000 | +8.5% | 26,807 | +8.2% | 0.04% | +2.8% |
| Q2 2021 | $2,546,000 | +4073.8% | 24,768 | +2916.8% | 0.04% | +1700.0% |
| Q2 2020 | $61,000 | – | 821 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |