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 ↓ |
|---|---|---|---|
| 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% |