ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 33 filers reported holding ISHARES TR in Q1 2018. 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 ↓ |
|---|---|---|---|
| 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% |