Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2022
NameSharesValueWeighting ↓
Gilbert & Cook, Inc. 566,111$58,518,8559.23%
Strategic Equity Management 235,177$24,310,2189.16%
KM Capital Management Ltd. 114,384$11,823,9298.09%
DOHJ, LLC 123,050$12,752,8915.69%
WFA Asset Management Corp 84,968$8,783,1305.25%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 117,527$12,148,7764.12%
TOMPKINS FINANCIAL CORP 213,300$22,048,8213.47%
ShoreHaven Wealth Partners, LLC 43,715$4,518,8203.11%
Dechtman Wealth Management, LLC 95,263$9,8472.92%
Pegasus Partners Ltd. 155,506$16,074,6132.26%
View complete list of ISHARES TR shareholders