ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,438,685 | +8.4% | 10,740 | +2.8% | 0.00% | +100.0% |
| Q1 2024 | $1,327,685 | +10.6% | 10,444 | +0.1% | 0.00% | -50.0% |
| Q4 2023 | $1,200,844 | -5.1% | 10,434 | -14.8% | 0.00% | 0.0% |
| 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 | 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% |