ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |