ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $86,000 | -5.5% | 1,018 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $91,000 | -16.5% | 1,013 | +0.3% | 0.02% | -7.7% |
| Q1 2022 | $109,000 | -4.4% | 1,010 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $114,000 | +8.6% | 1,007 | -1.2% | 0.03% | -3.7% |
| Q3 2021 | $105,000 | +1.0% | 1,019 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $104,000 | -1.0% | 1,015 | -8.8% | 0.03% | -6.9% |
| Q1 2021 | $105,000 | +5.0% | 1,113 | +0.3% | 0.03% | -3.3% |
| Q4 2020 | $100,000 | +12.4% | 1,110 | +0.5% | 0.03% | -3.2% |
| Q3 2020 | $89,000 | +8.5% | 1,105 | +0.4% | 0.03% | 0.0% |
| Q2 2020 | $82,000 | +7.9% | 1,101 | -15.1% | 0.03% | -13.9% |
| Q1 2020 | $76,000 | -23.2% | 1,297 | -0.7% | 0.04% | +9.1% |
| Q4 2019 | $99,000 | +12.5% | 1,306 | +0.6% | 0.03% | +3.1% |
| Q3 2019 | $88,000 | 0.0% | 1,298 | +0.5% | 0.03% | -3.0% |
| Q2 2019 | $88,000 | – | 1,292 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |