ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 29 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,171,867 | -67.8% | 10,989 | -70.6% | 0.00% | -100.0% |
| Q1 2023 | $3,638,518 | +53.5% | 37,391 | +79.7% | 0.00% | 0.0% |
| Q4 2021 | $2,371,000 | +875.7% | 20,806 | +491.2% | 0.00% | – |
| Q3 2019 | $243,000 | -76.0% | 3,519 | -77.2% | 0.00% | -100.0% |
| Q1 2019 | $1,014,000 | +297.6% | 15,454 | +253.3% | 0.00% | +100.0% |
| Q4 2018 | $255,000 | -55.3% | 4,374 | -48.2% | 0.00% | 0.0% |
| Q3 2018 | $571,000 | -21.8% | 8,449 | -27.1% | 0.00% | -50.0% |
| Q2 2018 | $730,000 | -74.3% | 11,585 | -75.2% | 0.00% | -71.4% |
| Q1 2018 | $2,843,000 | +139.5% | 46,799 | +127.3% | 0.01% | +75.0% |
| Q3 2017 | $1,187,000 | -27.4% | 20,585 | -29.9% | 0.00% | -33.3% |
| Q2 2017 | $1,636,000 | +462.2% | 29,380 | +381.3% | 0.01% | +500.0% |
| Q2 2016 | $291,000 | -67.5% | 6,104 | -68.0% | 0.00% | -83.3% |
| Q4 2015 | $896,000 | -47.0% | 19,070 | -50.8% | 0.01% | -45.5% |
| Q3 2015 | $1,691,000 | +287.8% | 38,768 | +300.4% | 0.01% | +175.0% |
| Q3 2014 | $436,000 | – | 9,682 | – | 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% |