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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 424,830 | $48,414,000 | 15.14% |
| Gilbert & Cook, Inc. | 456,454 | $52,017,000 | 8.37% |
| WFA Asset Management Corp | 105,074 | $11,974,218 | 7.81% |
| FIRST CITIZENS BANK & TRUST CO | 1,566,239 | $178,489,000 | 6.98% |
| DOHJ, LLC | 114,379 | $13,035,000 | 5.83% |
| Aspire Wealth Management Corp | 36,088 | $4,113,000 | 3.33% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 39,320 | $4,481,000 | 2.51% |
| Grant Street Asset Management, Inc. | 33,573 | $3,826,000 | 2.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 112,283 | $12,796,000 | 1.93% |
| Compton Wealth Advisory Group, LLC | 24,342 | $2,774,000 | 1.19% |