ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,679,537 | -4.9% | 25,922 | -1.9% | 0.52% | -1.7% |
| Q2 2023 | $2,817,834 | -20.8% | 26,424 | -27.7% | 0.53% | -26.2% |
| Q1 2023 | $3,556,901 | -66.5% | 36,552 | -69.1% | 0.72% | -68.8% |
| Q4 2022 | $10,629,493 | +24.2% | 118,145 | +17.2% | 2.30% | +5.1% |
| Q3 2022 | $8,558,000 | +54.2% | 100,798 | +63.2% | 2.19% | +53.8% |
| Q2 2022 | $5,549,000 | +74.9% | 61,781 | +110.5% | 1.42% | +93.3% |
| Q1 2022 | $3,172,000 | – | 29,349 | – | 0.74% | – |
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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% |