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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $231,000 | -16.6% | 2,570 | +0.4% | 0.01% | -17.6% |
| Q1 2022 | $277,000 | -9.8% | 2,559 | -4.9% | 0.02% | -5.6% |
| Q4 2021 | $307,000 | +19.0% | 2,692 | +7.6% | 0.02% | +5.9% |
| Q3 2021 | $258,000 | +15.7% | 2,502 | +15.1% | 0.02% | +13.3% |
| Q2 2021 | $223,000 | -8.2% | 2,173 | -15.2% | 0.02% | -16.7% |
| Q1 2021 | $243,000 | +5.2% | 2,563 | 0.0% | 0.02% | -14.3% |
| Q4 2020 | $231,000 | – | 2,563 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |