ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,141 | -3.1% | 3,929 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $418,989 | +9.6% | 3,929 | 0.0% | 0.12% | +2.7% |
| Q1 2023 | $382,331 | +8.2% | 3,929 | 0.0% | 0.11% | -12.5% |
| Q4 2022 | $353,492 | +5.8% | 3,929 | 0.0% | 0.13% | -4.5% |
| Q3 2022 | $334,000 | -5.4% | 3,929 | 0.0% | 0.13% | -2.2% |
| Q2 2022 | $353,000 | -16.9% | 3,929 | 0.0% | 0.14% | -12.2% |
| Q1 2022 | $425,000 | +1.0% | 3,929 | 0.0% | 0.16% | -1.3% |
| Q4 2021 | $421,000 | +4.0% | 3,929 | 0.0% | 0.16% | -1.2% |
| Q3 2021 | $405,000 | +0.2% | 3,929 | 0.0% | 0.16% | -14.0% |
| Q2 2021 | $404,000 | +8.6% | 3,929 | 0.0% | 0.19% | +2.8% |
| Q1 2021 | $372,000 | +3.6% | 3,929 | 0.0% | 0.18% | -8.6% |
| Q4 2020 | $359,000 | +12.5% | 3,929 | 0.0% | 0.20% | -2.5% |
| Q3 2020 | $319,000 | +9.6% | 3,929 | 0.0% | 0.20% | -11.0% |
| Q2 2020 | $291,000 | +20.2% | 3,929 | 0.0% | 0.23% | -8.1% |
| Q1 2020 | $242,000 | – | 3,929 | – | 0.25% | – |
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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% |