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 | $1,324 | -13.7% | 12,811 | -10.9% | 0.07% | -12.9% |
| Q2 2023 | $1,534 | +27.7% | 14,384 | +16.5% | 0.08% | +23.2% |
| Q1 2023 | $1,201 | +16.9% | 12,344 | +8.2% | 0.07% | +9.5% |
| Q4 2022 | $1,027 | -99.9% | 11,413 | -1.9% | 0.06% | -7.4% |
| Q3 2022 | $987,000 | -4.2% | 11,631 | +1.5% | 0.07% | -5.6% |
| Q2 2022 | $1,030,000 | -19.6% | 11,464 | -3.3% | 0.07% | -11.1% |
| Q1 2022 | $1,281,000 | -6.1% | 11,853 | -1.0% | 0.08% | -2.4% |
| Q4 2021 | $1,364,000 | +13.7% | 11,971 | +2.8% | 0.08% | +5.1% |
| Q3 2021 | $1,200,000 | -10.6% | 11,644 | -10.8% | 0.08% | -12.2% |
| Q2 2021 | $1,343,000 | -9.3% | 13,059 | -16.4% | 0.09% | -11.8% |
| Q1 2021 | $1,480,000 | – | 15,621 | – | 0.10% | – |
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% |