ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |