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 | 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% |