Portfolio Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$13,129,000
-7.5%
154,880
-1.8%
3.37%
+1.8%
Q2 2022$14,189,000
-17.2%
157,642
-0.6%
3.31%
+3.4%
Q1 2022$17,145,000158,5253.20%
Other shareholders
ISHARES TR shareholders Q4 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