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 ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |