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
| 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% | – |
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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% |