ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $736,725 | +5.4% | 5,500 | 0.0% | 0.06% | 0.0% |
| Q1 2024 | $699,160 | +10.5% | 5,500 | 0.0% | 0.06% | +1.9% |
| Q4 2023 | $632,995 | +11.3% | 5,500 | 0.0% | 0.05% | -5.3% |
| Q3 2023 | $568,535 | -3.1% | 5,500 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $586,520 | +9.6% | 5,500 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $535,205 | +8.2% | 5,500 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $494,835 | +6.0% | 5,500 | 0.0% | 0.06% | -9.7% |
| Q3 2022 | $467,000 | -22.4% | 5,500 | -17.9% | 0.06% | -23.5% |
| Q2 2022 | $602,000 | -36.0% | 6,700 | -23.0% | 0.08% | -28.9% |
| Q1 2022 | $940,000 | -5.1% | 8,696 | 0.0% | 0.11% | -3.4% |
| Q4 2021 | $991,000 | – | 8,696 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
| KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
| Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
| DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
| WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
| ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
| Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
| WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
| Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |