ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,306,827 | -1.6% | 22,316 | +1.5% | 0.05% | -5.7% |
| Q2 2023 | $2,344,610 | +29.2% | 21,986 | +17.9% | 0.05% | +10.4% |
| Q1 2023 | $1,814,734 | +8.8% | 18,649 | +0.6% | 0.05% | +14.3% |
| Q4 2022 | $1,668,404 | +6.0% | 18,544 | 0.0% | 0.04% | -4.5% |
| Q3 2022 | $1,574,000 | -2.6% | 18,544 | +3.0% | 0.04% | +7.3% |
| Q2 2022 | $1,616,000 | -30.1% | 17,997 | -15.8% | 0.04% | -21.2% |
| Q1 2022 | $2,311,000 | -5.2% | 21,382 | 0.0% | 0.05% | -3.7% |
| Q4 2021 | $2,437,000 | +10.6% | 21,382 | 0.0% | 0.05% | -3.6% |
| Q3 2021 | $2,203,000 | +5.0% | 21,382 | +4.8% | 0.06% | +7.7% |
| Q2 2021 | $2,098,000 | +5.4% | 20,403 | -2.9% | 0.05% | -5.5% |
| Q1 2021 | $1,990,000 | +45.3% | 21,004 | +38.4% | 0.06% | +34.1% |
| Q4 2020 | $1,370,000 | +11.2% | 15,178 | 0.0% | 0.04% | +2.5% |
| Q3 2020 | $1,232,000 | +12.9% | 15,178 | +3.0% | 0.04% | +2.6% |
| Q2 2020 | $1,091,000 | +1.2% | 14,732 | -15.9% | 0.04% | -20.4% |
| Q1 2020 | $1,078,000 | – | 17,516 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOMPKINS FINANCIAL CORP | 646,950 | $74,457,475 | 9.02% |
| Anchor Investment Management, LLC | 3,519 | $405,002 | 0.05% |
| MASSMUTUAL TRUST CO FSB/ADV | 767 | $88,274 | 0.00% |