ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,201 | -3.1% | 2,285 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $243,673 | +2.0% | 2,285 | -7.2% | 0.03% | -9.4% |
| Q1 2023 | $239,000 | +17.4% | 2,463 | +8.9% | 0.03% | +10.3% |
| Q4 2022 | $203,512 | -28.3% | 2,262 | -28.4% | 0.03% | -37.0% |
| Q2 2022 | $284,000 | -16.5% | 3,161 | +0.6% | 0.05% | 0.0% |
| Q1 2022 | $340,000 | -5.0% | 3,143 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $358,000 | -1.4% | 3,143 | -10.8% | 0.05% | -4.0% |
| Q3 2021 | $363,000 | +0.3% | 3,524 | 0.0% | 0.05% | -13.8% |
| Q2 2021 | $362,000 | +8.4% | 3,524 | 0.0% | 0.06% | +7.4% |
| Q1 2021 | $334,000 | +5.0% | 3,524 | 0.0% | 0.05% | -1.8% |
| Q4 2020 | $318,000 | +11.2% | 3,524 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $286,000 | +4.4% | 3,524 | -4.6% | 0.06% | -5.2% |
| Q2 2020 | $274,000 | +20.7% | 3,695 | 0.0% | 0.06% | -3.3% |
| Q1 2020 | $227,000 | -18.3% | 3,695 | 0.0% | 0.06% | -6.2% |
| Q4 2019 | $278,000 | +5.7% | 3,695 | -3.0% | 0.06% | +1.6% |
| Q3 2019 | $263,000 | -7.4% | 3,810 | -8.7% | 0.06% | -8.7% |
| Q2 2019 | $284,000 | +3.3% | 4,175 | -0.5% | 0.07% | 0.0% |
| Q1 2019 | $275,000 | -0.4% | 4,195 | -11.1% | 0.07% | -11.5% |
| Q4 2018 | $276,000 | – | 4,720 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
| Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
| DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
| WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
| FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
| Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
| Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
| McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
| ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |