ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $405,002 | +11.3% | 3,519 | 0.0% | 0.05% | -2.1% |
| Q3 2023 | $363,759 | -3.1% | 3,519 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $375,266 | +9.6% | 3,519 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $342,434 | +8.2% | 3,519 | 0.0% | 0.05% | +4.4% |
| Q4 2022 | $316,604 | +6.0% | 3,519 | 0.0% | 0.04% | -2.2% |
| Q3 2022 | $298,763 | -5.5% | 3,519 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $316,041 | -16.9% | 3,519 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $380,334 | -5.2% | 3,519 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $401,025 | +10.6% | 3,519 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $362,598 | +0.2% | 3,519 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $361,788 | +8.5% | 3,519 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $333,355 | +4.9% | 3,519 | 0.0% | 0.05% | -10.5% |
| Q4 2020 | $317,731 | +11.2% | 3,519 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $285,743 | – | 3,519 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |