ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,618 | -3.1% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $3,732 | +9.6% | 35 | 0.0% | 0.00% | – |
| Q1 2023 | $3,406 | +113433.3% | 35 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.9% | 35 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 35 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | -99.0% | 35 | -99.6% | 0.00% | -100.0% |
| Q2 2015 | $394,000 | +0.8% | 8,353 | 0.0% | 0.11% | -1.9% |
| Q1 2015 | $391,000 | -0.8% | 8,353 | 0.0% | 0.11% | -13.6% |
| Q4 2014 | $394,000 | +4.8% | 8,353 | 0.0% | 0.12% | +4.2% |
| Q3 2014 | $376,000 | +0.8% | 8,353 | 0.0% | 0.12% | -4.0% |
| Q2 2014 | $373,000 | +5.1% | 8,353 | 0.0% | 0.12% | -5.3% |
| Q1 2014 | $355,000 | +1.1% | 8,353 | 0.0% | 0.13% | -10.8% |
| Q4 2013 | $351,000 | +15.1% | 8,353 | 0.0% | 0.15% | -1.3% |
| Q2 2013 | $305,000 | – | 8,353 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |