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 ↓
Strategic Equity Management 424,830$48,414,00015.14%
Gilbert & Cook, Inc. 456,454$52,017,0008.37%
WFA Asset Management Corp 105,074$11,974,2187.81%
FIRST CITIZENS BANK & TRUST CO 1,566,239$178,489,0006.98%
DOHJ, LLC 114,379$13,035,0005.83%
Aspire Wealth Management Corp 36,088$4,113,0003.33%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 39,320$4,481,0002.51%
Grant Street Asset Management, Inc. 33,573$3,826,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 112,283$12,796,0001.93%
Compton Wealth Advisory Group, LLC 24,342$2,774,0001.19%
View complete list of ISHARES TR shareholders