ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 75 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,108,363 | -7.0% | 10,722 | -4.1% | 0.01% | 0.0% |
Q2 2023 | $1,192,395 | -11.8% | 11,181 | -19.5% | 0.01% | -16.7% |
Q1 2023 | $1,352,000 | +20.6% | 13,894 | +11.5% | 0.01% | +20.0% |
Q4 2022 | $1,120,847 | +20.7% | 12,458 | +13.9% | 0.01% | -47.4% |
Q3 2022 | $929,000 | +7.4% | 10,942 | +13.7% | 0.02% | +35.7% |
Q2 2022 | $865,000 | -49.7% | 9,627 | -39.5% | 0.01% | -44.0% |
Q1 2022 | $1,721,000 | -20.1% | 15,920 | -15.7% | 0.02% | -19.4% |
Q4 2021 | $2,153,000 | +0.6% | 18,894 | -9.1% | 0.03% | -8.8% |
Q3 2021 | $2,141,000 | -8.9% | 20,782 | -9.1% | 0.03% | -10.5% |
Q2 2021 | $2,350,000 | -22.7% | 22,855 | -28.8% | 0.04% | -36.7% |
Q1 2021 | $3,039,000 | +2.7% | 32,081 | -2.1% | 0.06% | +1.7% |
Q4 2020 | $2,960,000 | +34.7% | 32,779 | +21.1% | 0.06% | -67.2% |
Q3 2020 | $2,197,000 | -2.7% | 27,061 | -11.3% | 0.18% | -13.9% |
Q2 2020 | $2,258,000 | – | 30,495 | – | 0.21% | – |
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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% |