ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,871 | -39.2% | 763 | -50.0% | 0.00% | +33.3% |
| Q2 2023 | $129,618 | +168.6% | 1,526 | +100.0% | 0.00% | +50.0% |
| Q1 2023 | $48,252 | +70858.8% | 763 | -29.3% | 0.00% | 0.0% |
| Q4 2022 | $68 | -99.9% | 1,079 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | 0.0% | 1,079 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $68,000 | -50.0% | 1,079 | -50.0% | 0.00% | 0.0% |
| Q1 2022 | $136,000 | – | 2,158 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $14,000 | -12.5% | 234 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 234 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | +114.3% | 234 | +85.7% | 0.00% | – |
| Q3 2017 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q2 2017 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q1 2017 | $7,000 | +16.7% | 126 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q4 2015 | $6,000 | – | 126 | – | 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% |