ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,444,287 | -2.0% | 23,646 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $2,494,203 | +15.2% | 23,389 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $2,164,369 | +2.4% | 22,242 | -5.3% | 0.00% | 0.0% |
| Q4 2022 | $2,113,215 | +146.6% | 23,488 | +132.6% | 0.00% | – |
| Q3 2022 | $857,000 | -19.0% | 10,097 | -14.3% | 0.00% | – |
| Q2 2022 | $1,058,000 | +12.7% | 11,784 | +35.6% | 0.00% | – |
| Q1 2022 | $939,000 | +13.5% | 8,689 | +19.7% | 0.00% | – |
| Q4 2021 | $827,000 | +10.6% | 7,256 | 0.0% | 0.00% | – |
| Q3 2021 | $748,000 | -11.4% | 7,256 | -11.6% | 0.00% | – |
| Q2 2021 | $844,000 | -11.7% | 8,206 | -18.7% | 0.00% | – |
| Q1 2021 | $956,000 | +15.6% | 10,090 | +10.2% | 0.00% | – |
| Q4 2020 | $827,000 | +11.3% | 9,157 | +0.1% | 0.00% | – |
| Q3 2020 | $743,000 | +9.6% | 9,152 | 0.0% | 0.00% | – |
| Q2 2020 | $678,000 | +6.1% | 9,152 | -11.8% | 0.00% | – |
| Q1 2020 | $639,000 | -11.2% | 10,374 | +8.2% | 0.00% | – |
| Q4 2019 | $720,000 | +6.2% | 9,589 | -2.5% | 0.00% | – |
| Q3 2019 | $678,000 | +3.0% | 9,839 | +1.7% | 0.00% | – |
| Q2 2019 | $658,000 | +4.3% | 9,678 | +0.6% | 0.00% | – |
| Q1 2019 | $631,000 | +12.7% | 9,618 | +0.3% | 0.00% | – |
| Q4 2018 | $560,000 | +38.3% | 9,591 | +60.0% | 0.00% | – |
| Q3 2018 | $405,000 | +10.1% | 5,996 | +2.6% | 0.00% | – |
| Q2 2018 | $368,000 | +3.7% | 5,845 | 0.0% | 0.00% | – |
| Q1 2018 | $355,000 | -4.1% | 5,845 | -2.8% | 0.00% | – |
| Q4 2017 | $370,000 | +5.1% | 6,015 | -1.4% | 0.00% | – |
| Q3 2017 | $352,000 | +38.0% | 6,098 | +33.4% | 0.00% | – |
| Q2 2017 | $255,000 | +2.4% | 4,571 | -1.1% | 0.00% | – |
| Q1 2017 | $249,000 | +6.9% | 4,621 | +0.9% | 0.00% | – |
| Q4 2016 | $233,000 | +8.9% | 4,582 | +5.8% | 0.00% | – |
| Q3 2016 | $214,000 | +7.5% | 4,332 | +4.0% | 0.00% | – |
| Q2 2016 | $199,000 | +10.6% | 4,165 | +8.2% | 0.00% | – |
| Q1 2016 | $180,000 | -1.1% | 3,850 | -0.4% | 0.00% | – |
| Q4 2015 | $182,000 | +1.1% | 3,864 | -6.4% | 0.00% | – |
| Q3 2015 | $180,000 | -6.2% | 4,128 | +1.1% | 0.00% | – |
| Q2 2015 | $192,000 | +19.3% | 4,083 | +18.2% | 0.00% | – |
| Q1 2015 | $161,000 | +3.9% | 3,453 | +5.3% | 0.00% | – |
| Q4 2014 | $155,000 | – | 3,280 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |