ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |