ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,102,222 | -12.4% | 20,337 | -9.6% | 0.84% | -6.9% |
| Q2 2023 | $2,399,374 | +9.2% | 22,500 | -0.4% | 0.91% | +1.8% |
| Q1 2023 | $2,197,614 | -27.5% | 22,584 | -33.0% | 0.89% | -31.9% |
| Q4 2022 | $3,033,110 | +6.5% | 33,712 | +0.5% | 1.31% | +3.0% |
| Q3 2022 | $2,847,000 | -5.9% | 33,533 | -0.5% | 1.27% | -19.0% |
| Q2 2022 | $3,026,000 | -16.8% | 33,694 | +0.2% | 1.57% | -22.7% |
| Q1 2022 | $3,635,000 | -5.0% | 33,630 | +0.2% | 2.03% | +0.3% |
| Q4 2021 | $3,826,000 | +10.5% | 33,573 | -0.0% | 2.02% | -0.3% |
| Q3 2021 | $3,461,000 | -95.6% | 33,588 | -81.8% | 2.03% | -95.6% |
| Q2 2021 | $79,286,000 | +2332.1% | 184,419 | +435.9% | 46.59% | +2491.1% |
| Q1 2021 | $3,260,000 | +3.0% | 34,410 | -1.8% | 1.80% | +6.3% |
| Q4 2020 | $3,165,000 | +11.3% | 35,051 | +0.1% | 1.69% | -0.4% |
| Q3 2020 | $2,843,000 | +9.9% | 35,017 | +0.2% | 1.70% | +10.7% |
| Q2 2020 | $2,586,000 | – | 34,937 | – | 1.53% | – |
Download | ||||||
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% |