ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 132 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $214,070 | -32.2% | 1,684 | -38.6% | 0.00% | -100.0% |
| Q4 2023 | $315,807 | -9.2% | 2,744 | -18.4% | 0.00% | 0.0% |
| Q3 2023 | $347,737 | +6513.5% | 3,364 | +3198.0% | 0.00% | – |
| Q2 2023 | $5,258 | -81.2% | 102 | -69.3% | 0.00% | – |
| Q3 2022 | $28,000 | +133.3% | 332 | +153.4% | 0.00% | – |
| Q2 2022 | $12,000 | -95.6% | 131 | -94.5% | 0.00% | -100.0% |
| Q4 2021 | $272,000 | +635.1% | 2,386 | +560.9% | 0.00% | – |
| Q3 2021 | $37,000 | – | 361 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
| KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
| Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
| DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
| WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
| ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
| Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
| WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
| Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |