ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,101 | -43.1% | 6,512 | -41.3% | 0.05% | -41.8% |
| Q2 2023 | $1,182,509 | -36.1% | 11,089 | -41.7% | 0.08% | -41.0% |
| Q1 2023 | $1,849,750 | +0.1% | 19,009 | -7.4% | 0.13% | -6.3% |
| Q4 2022 | $1,847,452 | +6.4% | 20,534 | +0.4% | 0.14% | -0.7% |
| Q3 2022 | $1,736,000 | -13.7% | 20,450 | -8.7% | 0.14% | -14.8% |
| Q2 2022 | $2,012,000 | -26.4% | 22,404 | -11.4% | 0.17% | -21.8% |
| Q1 2022 | $2,733,000 | +100.1% | 25,290 | +91.2% | 0.22% | +77.0% |
| Q4 2021 | $1,366,000 | +0.6% | 13,230 | +1.5% | 0.12% | +7.0% |
| Q3 2021 | $1,358,000 | -0.6% | 13,033 | -1.5% | 0.11% | -5.8% |
| Q2 2021 | $1,366,000 | +4.9% | 13,230 | +0.3% | 0.12% | -9.0% |
| Q1 2021 | $1,302,000 | +66.7% | 13,196 | +52.5% | 0.13% | +43.0% |
| Q4 2020 | $781,000 | -18.8% | 8,655 | -27.1% | 0.09% | -29.5% |
| Q3 2020 | $962,000 | – | 11,867 | – | 0.13% | – |
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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% |