ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 83 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $64,668,001 | -6.4% | 482,777 | -11.2% | 9.45% | +0.4% |
| Q1 2024 | $69,082,486 | +8.2% | 543,443 | -2.0% | 9.41% | +4.2% |
| Q4 2023 | $63,843,465 | +9.1% | 554,726 | -2.0% | 9.04% | -2.1% |
| Q3 2023 | $58,518,855 | -1.5% | 566,111 | +1.6% | 9.23% | -3.1% |
| Q2 2023 | $59,421,154 | +10.8% | 557,213 | +1.1% | 9.53% | +3.0% |
| Q1 2023 | $53,609,606 | +11.6% | 550,916 | +3.2% | 9.25% | +5.8% |
| Q4 2022 | $48,031,736 | +68.1% | 533,864 | +65.5% | 8.74% | +37.6% |
| Q3 2022 | $28,568,000 | -39.0% | 322,620 | -38.1% | 6.35% | -24.5% |
| Q2 2022 | $46,815,000 | -9.9% | 521,265 | +8.5% | 8.41% | +0.1% |
| Q1 2022 | $51,935,000 | -0.2% | 480,523 | +5.3% | 8.41% | +0.4% |
| Q4 2021 | $52,017,000 | +14.7% | 456,454 | +3.7% | 8.37% | +3.1% |
| Q3 2021 | $45,355,000 | +5.4% | 440,174 | +5.2% | 8.12% | +4.8% |
| Q2 2021 | $43,020,000 | +14.8% | 418,439 | +5.8% | 7.74% | +5.1% |
| Q1 2021 | $37,464,000 | +42.0% | 395,482 | +39.1% | 7.37% | +29.5% |
| Q4 2020 | $26,376,000 | +8220.5% | 284,273 | +15118.0% | 5.69% | +7486.7% |
| Q3 2020 | $317,000 | – | 1,868 | – | 0.08% | – |
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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% |