ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |