Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 32 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$19,000
-5.0%
1740.0%0.00%0.0%
Q4 2021$20,000
+11.1%
1740.0%0.00%0.0%
Q3 2021$18,0000.0%1740.0%0.00%0.0%
Q2 2021$18,000
+12.5%
1740.0%0.00%0.0%
Q1 2021$16,0000.0%1740.0%0.00%
+33.3%
Q4 2020$16,000
+14.3%
1740.0%0.00%0.0%
Q3 2020$14,000
+7.7%
1740.0%0.00%0.0%
Q2 2020$13,000
+18.2%
1740.0%0.00%0.0%
Q1 2020$11,000
-15.4%
1740.0%0.00%0.0%
Q4 2019$13,000
+8.3%
1740.0%0.00%
+50.0%
Q3 2019$12,000
+9.1%
1740.0%0.00%
-33.3%
Q2 2019$11,0000.0%1740.0%0.00%
+50.0%
Q1 2019$11,000
+10.0%
1740.0%0.00%0.0%
Q4 2018$10,000
-9.1%
1740.0%0.00%0.0%
Q3 2018$11,000
+10.0%
1740.0%0.00%0.0%
Q2 2018$10,000
-9.1%
1740.0%0.00%0.0%
Q1 2018$11,0000.0%1740.0%0.00%
-33.3%
Q4 2017$11,0001740.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Strategic Equity Management 294,192$26,421,00013.71%
Gilbert & Cook, Inc. 521,265$46,815,0008.41%
DOHJ, LLC 148,635$13,349,0007.60%
WFA Asset Management Corp 92,045$8,266,5365.79%
FIRST CITIZENS BANK & TRUST CO 1,468,801$131,913,0004.66%
Aspire Wealth Management Corp 52,891$4,750,0004.38%
Portfolio Strategies, Inc. 157,642$14,189,0003.31%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 76,488$6,869,0002.82%
McKinley Carter Wealth Services, Inc. 327,912$29,450,0002.61%
ShoreHaven Wealth Partners, LLC 39,087$3,510,0002.52%
View complete list of ISHARES TR shareholders