ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $93,908 | +4.1% | 965 | -3.7% | 0.01% | 0.0% |
| Q4 2022 | $90,183 | -35.6% | 1,002 | -22.9% | 0.01% | -37.5% |
| Q1 2022 | $140,000 | -69.5% | 1,299 | -67.7% | 0.01% | -72.4% |
| Q4 2021 | $459,000 | -10.4% | 4,025 | -19.1% | 0.03% | -17.1% |
| Q3 2021 | $512,000 | -19.9% | 4,974 | -19.9% | 0.04% | -23.9% |
| Q2 2021 | $639,000 | +8.9% | 6,212 | +0.2% | 0.05% | -8.0% |
| Q1 2021 | $587,000 | +7.1% | 6,198 | +2.2% | 0.05% | +2.0% |
| Q4 2020 | $548,000 | – | 6,065 | – | 0.05% | – |
Download | ||||||
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% |