ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 38 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,508 | -9.0% | 4,958 | -6.2% | 0.16% | -4.3% |
| Q2 2023 | $563,486 | +9.6% | 5,284 | 0.0% | 0.16% | +2.5% |
| Q1 2023 | $514,186 | +4.1% | 5,284 | -3.7% | 0.16% | -2.5% |
| Q4 2022 | $493,845 | +6.0% | 5,489 | 0.0% | 0.16% | +2.5% |
| Q3 2022 | $466,000 | -10.6% | 5,489 | -5.4% | 0.16% | -5.4% |
| Q2 2022 | $521,000 | -16.9% | 5,801 | 0.0% | 0.17% | -4.0% |
| Q1 2022 | $627,000 | -5.1% | 5,801 | 0.0% | 0.17% | -2.8% |
| Q4 2021 | $661,000 | +10.4% | 5,801 | -0.2% | 0.18% | +1.7% |
| Q3 2021 | $599,000 | -6.4% | 5,812 | -6.8% | 0.18% | -6.9% |
| Q2 2021 | $640,000 | +8.5% | 6,233 | 0.0% | 0.19% | +1.1% |
| Q1 2021 | $590,000 | -32.2% | 6,233 | -35.3% | 0.19% | -35.1% |
| Q4 2020 | $870,000 | +9.7% | 9,635 | 0.0% | 0.29% | +0.3% |
| Q3 2020 | $793,000 | +10.3% | 9,635 | 0.0% | 0.29% | +2.9% |
| Q2 2020 | $719,000 | +21.2% | 9,635 | 0.0% | 0.28% | +8.1% |
| Q1 2020 | $593,000 | -18.0% | 9,635 | 0.0% | 0.26% | -7.9% |
| Q4 2019 | $723,000 | +8.9% | 9,635 | 0.0% | 0.28% | +1.4% |
| Q3 2019 | $664,000 | +0.3% | 9,635 | 0.0% | 0.28% | -2.1% |
| Q2 2019 | $662,000 | +3.4% | 9,635 | 0.0% | 0.28% | -2.8% |
| Q1 2019 | $640,000 | +13.9% | 9,635 | 0.0% | 0.29% | +3.6% |
| Q4 2018 | $562,000 | -14.2% | 9,635 | 0.0% | 0.28% | -7.3% |
| Q3 2018 | $655,000 | +9.0% | 9,635 | 0.0% | 0.30% | +2.4% |
| Q2 2018 | $601,000 | -3.8% | 9,635 | -6.4% | 0.30% | -8.1% |
| Q1 2018 | $625,000 | -9.9% | 10,291 | -3.3% | 0.32% | -7.8% |
| Q4 2017 | $694,000 | +13.2% | 10,640 | 0.0% | 0.35% | -5.2% |
| Q3 2017 | $613,000 | +3.5% | 10,640 | 0.0% | 0.37% | -8.0% |
| Q2 2017 | $592,000 | – | 10,640 | – | 0.40% | – |
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% |