ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,328 | -0.9% | 3,834 | +2.3% | 0.03% | 0.0% |
| Q2 2023 | $399,800 | +24.2% | 3,749 | +13.3% | 0.03% | +10.0% |
| Q1 2023 | $321,937 | +6.7% | 3,308 | -1.3% | 0.03% | -3.2% |
| Q4 2022 | $301,623 | +10.5% | 3,352 | +4.3% | 0.03% | -3.1% |
| Q3 2022 | $273,000 | -3.5% | 3,214 | +1.8% | 0.03% | 0.0% |
| Q2 2022 | $283,000 | -17.0% | 3,156 | +0.1% | 0.03% | -3.0% |
| Q1 2022 | $341,000 | -5.0% | 3,152 | +0.1% | 0.03% | -2.9% |
| Q4 2021 | $359,000 | +9.8% | 3,148 | -1.1% | 0.03% | -2.9% |
| Q3 2021 | $327,000 | 0.0% | 3,184 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $327,000 | +8.6% | 3,184 | +0.1% | 0.04% | +2.9% |
| Q1 2021 | $301,000 | +36.2% | 3,181 | +29.8% | 0.03% | +25.9% |
| Q4 2020 | $221,000 | +32.3% | 2,451 | +18.8% | 0.03% | +17.4% |
| Q3 2020 | $167,000 | +22.8% | 2,064 | +11.6% | 0.02% | +15.0% |
| Q2 2020 | $136,000 | +19.3% | 1,850 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $114,000 | -18.0% | 1,850 | 0.0% | 0.02% | -4.2% |
| Q4 2019 | $139,000 | +9.4% | 1,850 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $127,000 | +5.8% | 1,850 | +4.2% | 0.02% | 0.0% |
| Q2 2019 | $120,000 | +3.4% | 1,775 | 0.0% | 0.02% | +4.2% |
| Q1 2019 | $116,000 | +43.2% | 1,775 | +27.2% | 0.02% | +20.0% |
| Q4 2018 | $81,000 | -25.7% | 1,395 | -12.8% | 0.02% | 0.0% |
| Q3 2018 | $109,000 | +5350.0% | 1,600 | +3900.0% | 0.02% | – |
| Q2 2018 | $2,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |