McAdam, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
McAdam, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$274,654
-5.6%
2,657
-2.6%
0.02%
-4.2%
Q2 2023$291,021
+5.4%
2,729
-3.8%
0.02%
-4.0%
Q1 2023$276,068
-76.8%
2,837
-79.7%
0.02%
-80.6%
Q3 2022$1,188,000
-4.2%
13,997
+1.4%
0.13%
-1.5%
Q2 2022$1,240,00013,8060.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 201,060$16,325,00010.68%
C-J Advisory, Inc. 128,637$10,445,0007.60%
FIRST CITIZENS BANK & TRUST CO 910,048$73,896,0005.21%
DOHJ, LLC 82,459$6,975,0004.37%
Grant Street Asset Management, Inc. 35,017$2,843,0001.70%
BOKF, NA 760,580$61,759,0001.36%
Systelligence, LLC 54,418$4,419,0001.34%
Compton Wealth Advisory Group, LLC 20,524$1,667,0001.25%
CREATIVE FINANCIAL DESIGNS INC /ADV 58,678$4,765,0001.18%
Patriot Financial Group Insurance Agency, LLC 22,701$1,843,0000.60%
View complete list of ISHARES TR shareholders