ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,465 | -7.2% | 6,641 | -4.3% | 0.05% | -4.2% |
| Q2 2023 | $739,747 | +1.7% | 6,937 | -7.2% | 0.05% | -5.9% |
| Q1 2023 | $727,389 | +7.6% | 7,475 | -0.5% | 0.05% | -26.1% |
| Q4 2022 | $675,699 | -1.1% | 7,510 | -6.7% | 0.07% | +16.9% |
| Q3 2022 | $683,000 | -7.1% | 8,045 | -1.8% | 0.06% | -3.3% |
| Q2 2022 | $735,000 | -23.4% | 8,189 | -7.8% | 0.06% | -16.4% |
| Q1 2022 | $959,000 | -7.4% | 8,877 | -2.4% | 0.07% | 0.0% |
| Q4 2021 | $1,036,000 | +7.6% | 9,093 | -2.7% | 0.07% | -20.7% |
| Q3 2021 | $963,000 | -11.9% | 9,342 | -12.1% | 0.09% | -32.4% |
| Q2 2021 | $1,093,000 | +4.0% | 10,631 | -4.2% | 0.14% | -5.6% |
| Q1 2021 | $1,051,000 | -4.3% | 11,094 | -8.8% | 0.14% | -14.3% |
| Q4 2020 | $1,098,000 | -1.6% | 12,158 | -11.5% | 0.17% | -18.0% |
| Q3 2020 | $1,116,000 | +3.8% | 13,744 | -5.4% | 0.20% | +3.0% |
| Q2 2020 | $1,075,000 | +16.1% | 14,525 | -3.4% | 0.20% | +2.6% |
| Q1 2020 | $926,000 | -25.1% | 15,038 | -8.6% | 0.19% | -9.8% |
| Q4 2019 | $1,236,000 | +5.6% | 16,447 | -3.1% | 0.22% | +0.5% |
| Q3 2019 | $1,170,000 | -5.5% | 16,978 | -6.7% | 0.21% | -0.9% |
| Q2 2019 | $1,238,000 | +3.2% | 18,196 | -0.5% | 0.22% | +2.9% |
| Q1 2019 | $1,200,000 | +3.4% | 18,293 | -7.9% | 0.21% | -2.8% |
| Q4 2018 | $1,160,000 | -16.8% | 19,871 | -3.7% | 0.22% | -9.6% |
| Q3 2018 | $1,394,000 | +1.8% | 20,635 | -5.0% | 0.24% | +2.6% |
| Q2 2018 | $1,369,000 | -1.1% | 21,720 | -4.6% | 0.23% | 0.0% |
| Q1 2018 | $1,384,000 | -3.0% | 22,778 | -1.9% | 0.23% | -2.1% |
| Q4 2017 | $1,427,000 | +14.9% | 23,209 | +7.7% | 0.24% | +11.7% |
| Q3 2017 | $1,242,000 | -87.4% | 21,545 | -87.9% | 0.21% | -85.4% |
| Q2 2017 | $9,888,000 | +6.2% | 177,546 | +2.8% | 1.46% | +11.7% |
| Q1 2017 | $9,311,000 | +9.2% | 172,721 | +3.2% | 1.30% | +6.7% |
| Q4 2016 | $8,527,000 | +6.9% | 167,419 | +3.6% | 1.22% | +4.1% |
| Q3 2016 | $7,977,000 | +2991.9% | 161,640 | +2886.1% | 1.17% | +2761.0% |
| Q2 2016 | $258,000 | – | 5,413 | – | 0.04% | – |
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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% |