ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,441 | +9.8% | 42,962 | +13.3% | 1.99% | +10.3% |
| Q2 2023 | $4,045 | +68.2% | 37,931 | +53.4% | 1.80% | +44.0% |
| Q1 2023 | $2,405 | +13.3% | 24,719 | +4.8% | 1.25% | +2.1% |
| Q4 2022 | $2,122 | -99.9% | 23,583 | +1.7% | 1.22% | +13.8% |
| Q3 2022 | $1,969,000 | -1.2% | 23,188 | +4.5% | 1.08% | +0.2% |
| Q2 2022 | $1,993,000 | -9.2% | 22,187 | +9.2% | 1.07% | +10.2% |
| Q1 2022 | $2,195,000 | +1.1% | 20,313 | +6.6% | 0.98% | +11.7% |
| Q4 2021 | $2,172,000 | +8.7% | 19,057 | -1.7% | 0.87% | +3.8% |
| Q3 2021 | $1,998,000 | +33.4% | 19,393 | +33.1% | 0.84% | +37.9% |
| Q2 2021 | $1,498,000 | +48.6% | 14,571 | +36.9% | 0.61% | +38.0% |
| Q1 2021 | $1,008,000 | +18.0% | 10,643 | +12.5% | 0.44% | +15.4% |
| Q4 2020 | $854,000 | – | 9,460 | – | 0.38% | – |
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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% |