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 | $855,335 | -8.4% | 8,275 | -5.5% | 0.18% | +0.6% |
| Q2 2023 | $933,313 | +7.1% | 8,752 | -2.2% | 0.18% | -0.6% |
| Q1 2023 | $871,119 | -4.2% | 8,952 | -11.4% | 0.18% | +45.1% |
| Q4 2022 | $909,417 | -11.9% | 10,108 | -16.8% | 0.12% | -51.4% |
| Q3 2022 | $1,032,000 | -30.8% | 12,154 | -26.8% | 0.25% | -17.2% |
| Q2 2022 | $1,492,000 | -31.8% | 16,613 | -18.0% | 0.30% | -22.3% |
| Q1 2022 | $2,188,000 | -20.6% | 20,248 | -16.2% | 0.39% | -14.7% |
| Q4 2021 | $2,754,000 | +11.6% | 24,165 | +0.9% | 0.46% | +4.6% |
| Q3 2021 | $2,468,000 | -2.1% | 23,956 | -2.3% | 0.44% | -5.0% |
| Q2 2021 | $2,521,000 | +12.7% | 24,523 | +3.9% | 0.46% | -10.2% |
| Q1 2021 | $2,236,000 | +9.0% | 23,599 | +3.8% | 0.51% | -0.4% |
| Q4 2020 | $2,052,000 | +11.3% | 22,732 | +0.1% | 0.51% | -14.2% |
| Q3 2020 | $1,843,000 | +20.6% | 22,701 | +10.0% | 0.60% | +2.4% |
| Q2 2020 | $1,528,000 | +127.0% | 20,639 | +88.8% | 0.58% | +90.6% |
| Q1 2020 | $673,000 | +380.7% | 10,931 | +485.8% | 0.31% | +479.2% |
| Q4 2019 | $140,000 | – | 1,866 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |