ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,558,422 | -4.6% | 34,424 | -1.6% | 0.06% | -1.6% |
| Q2 2023 | $3,729,427 | +104132.2% | 34,972 | -4.9% | 0.06% | -13.5% |
| Q1 2023 | $3,578 | +3.0% | 36,771 | -4.8% | 0.07% | -21.3% |
| Q4 2022 | $3,475 | -99.9% | 38,622 | +10.3% | 0.09% | -1.1% |
| Q3 2022 | $2,972,000 | -59.1% | 35,004 | -56.8% | 0.10% | -58.0% |
| Q2 2022 | $7,270,000 | – | 80,947 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |