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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,573 | -3.1% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,129 | +9.6% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,543 | +8.2% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,295 | +9.2% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | +5.9% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 170 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $16,000 | +6.7% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +16.7% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -44.4% | 170 | -26.1% | 0.00% | -25.0% |
| Q4 2019 | $18,000 | +12.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | +6.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | – | 230 | – | 0.00% | – |
Download | ||||||
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% |