ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,704 | -28.3% | 2,019 | -26.0% | 0.01% | -26.7% |
| Q2 2023 | $291,127 | +54.2% | 2,730 | +40.7% | 0.02% | +36.4% |
| Q1 2023 | $188,781 | +6.8% | 1,940 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $176,791 | +6.5% | 1,965 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $166,000 | -6.7% | 1,965 | 0.0% | 0.01% | +22.2% |
| Q2 2022 | $178,000 | -16.0% | 1,965 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $212,000 | -4.1% | 1,965 | +1.3% | 0.01% | +12.5% |
| Q4 2021 | $221,000 | +9.4% | 1,940 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $202,000 | 0.0% | 1,940 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $202,000 | +9.2% | 1,940 | +4.6% | 0.01% | +60.0% |
| Q1 2021 | $185,000 | -59.0% | 1,855 | -61.1% | 0.01% | -72.2% |
| Q4 2020 | $451,000 | +424.4% | 4,771 | +339.7% | 0.02% | +350.0% |
| Q3 2020 | $86,000 | +62.3% | 1,085 | +47.0% | 0.00% | +33.3% |
| Q2 2020 | $53,000 | – | 738 | – | 0.00% | – |
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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% |