ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,060 | -3.1% | 552 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $58,865 | +9.6% | 552 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $53,715 | +107330.0% | 552 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $50 | -99.9% | 552 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $47,000 | -6.0% | 552 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $50,000 | -16.7% | 552 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $60,000 | -4.8% | 552 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $63,000 | +10.5% | 552 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $57,000 | 0.0% | 552 | 0.0% | 0.02% | -11.5% |
| Q2 2021 | $57,000 | +9.6% | 552 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $52,000 | +4.0% | 552 | 0.0% | 0.02% | -19.4% |
| Q4 2020 | $50,000 | +900.0% | 552 | +452.0% | 0.03% | +675.0% |
| Q1 2017 | $5,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |