ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |