ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 25 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,265,409 | -3.1% | 12,242 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,305,439 | +9.6% | 12,242 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,191,190 | +54.8% | 12,241 | +43.1% | 0.00% | +100.0% |
| Q4 2022 | $769,692 | +86.4% | 8,555 | +75.7% | 0.00% | 0.0% |
| Q3 2022 | $413,000 | -5.5% | 4,869 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $437,000 | +5362.5% | 4,869 | +2334.5% | 0.00% | – |
| Q1 2014 | $8,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
| Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
| DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
| WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
| FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
| Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
| Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
| McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
| ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |