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
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 424,830 | $48,414,000 | 15.14% |
| Gilbert & Cook, Inc. | 456,454 | $52,017,000 | 8.37% |
| WFA Asset Management Corp | 105,074 | $11,974,218 | 7.81% |
| FIRST CITIZENS BANK & TRUST CO | 1,566,239 | $178,489,000 | 6.98% |
| DOHJ, LLC | 114,379 | $13,035,000 | 5.83% |
| Aspire Wealth Management Corp | 36,088 | $4,113,000 | 3.33% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 39,320 | $4,481,000 | 2.51% |
| Grant Street Asset Management, Inc. | 33,573 | $3,826,000 | 2.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 112,283 | $12,796,000 | 1.93% |
| Compton Wealth Advisory Group, LLC | 24,342 | $2,774,000 | 1.19% |