ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,094 | -3.1% | 8,746 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $932,694 | +9.7% | 8,746 | +0.1% | 0.10% | +4.1% |
| Q1 2023 | $850,323 | +1.0% | 8,738 | -6.7% | 0.10% | -6.7% |
| Q4 2022 | $842,203 | +4.8% | 9,361 | -1.2% | 0.10% | -6.3% |
| Q3 2022 | $804,000 | -5.3% | 9,472 | +0.1% | 0.11% | -8.3% |
| Q2 2022 | $849,000 | -8.1% | 9,459 | +0.1% | 0.12% | -4.7% |
| Q1 2022 | $924,000 | -14.2% | 9,450 | -0.0% | 0.13% | -11.2% |
| Q4 2021 | $1,077,000 | +1.7% | 9,452 | -8.1% | 0.14% | -8.3% |
| Q3 2021 | $1,059,000 | -2.6% | 10,280 | -0.4% | 0.16% | -7.1% |
| Q2 2021 | $1,087,000 | +5.5% | 10,317 | -5.1% | 0.17% | +5.0% |
| Q1 2021 | $1,030,000 | +2.8% | 10,873 | +0.1% | 0.16% | -3.0% |
| Q4 2020 | $1,002,000 | +12.8% | 10,859 | -0.7% | 0.16% | -5.7% |
| Q3 2020 | $888,000 | +3.9% | 10,941 | -0.4% | 0.18% | -0.6% |
| Q2 2020 | $855,000 | +21.1% | 10,986 | -4.3% | 0.18% | -2.2% |
| Q1 2020 | $706,000 | -27.3% | 11,475 | -11.3% | 0.18% | -16.3% |
| Q4 2019 | $971,000 | +8.4% | 12,937 | -0.6% | 0.22% | +0.5% |
| Q3 2019 | $896,000 | +1.5% | 13,010 | +0.2% | 0.21% | -2.7% |
| Q2 2019 | $883,000 | -5.3% | 12,984 | -8.6% | 0.22% | -12.7% |
| Q1 2019 | $932,000 | +10.7% | 14,204 | -1.5% | 0.25% | -3.1% |
| Q4 2018 | $842,000 | -13.7% | 14,421 | +0.4% | 0.26% | -18.8% |
| Q3 2018 | $976,000 | +4.9% | 14,357 | 0.0% | 0.32% | -0.9% |
| Q2 2018 | $930,000 | -3.4% | 14,357 | -11.7% | 0.32% | -15.0% |
| Q1 2018 | $963,000 | -3.3% | 16,253 | +0.2% | 0.38% | -6.4% |
| Q4 2017 | $996,000 | -1.5% | 16,218 | -7.5% | 0.41% | -12.5% |
| Q3 2017 | $1,011,000 | – | 17,533 | – | 0.46% | – |
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% |