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 2021 | $13,405,000 | +0.3% | 130,101 | +0.1% | 7.10% | -1.0% |
| Q2 2021 | $13,364,000 | +7.8% | 129,989 | -0.6% | 7.17% | -0.7% |
| Q1 2021 | $12,392,000 | +4.5% | 130,816 | -0.4% | 7.22% | -2.3% |
| Q4 2020 | $11,860,000 | +13.5% | 131,355 | +2.1% | 7.39% | -2.6% |
| Q3 2020 | $10,445,000 | +5.7% | 128,637 | -2.9% | 7.60% | +1.8% |
| Q2 2020 | $9,881,000 | +13.4% | 132,499 | -6.4% | 7.46% | -5.1% |
| Q1 2020 | $8,714,000 | -32.4% | 141,586 | -17.5% | 7.86% | +2.5% |
| Q4 2019 | $12,890,000 | +8.2% | 171,571 | -0.7% | 7.67% | +2.4% |
| Q3 2019 | $11,912,000 | +1.3% | 172,813 | -0.0% | 7.49% | -1.2% |
| Q2 2019 | $11,758,000 | +1.9% | 172,836 | -0.5% | 7.58% | +1.0% |
| Q1 2019 | $11,534,000 | +13.9% | 173,630 | +0.1% | 7.50% | +1.2% |
| Q4 2018 | $10,130,000 | -11.9% | 173,482 | +2.0% | 7.41% | -4.5% |
| Q3 2018 | $11,499,000 | +3.7% | 170,156 | -3.2% | 7.76% | +0.1% |
| Q2 2018 | $11,086,000 | +4.4% | 175,862 | -1.8% | 7.75% | +0.8% |
| Q1 2018 | $10,618,000 | +1.4% | 179,173 | +5.2% | 7.70% | +0.8% |
| Q4 2017 | $10,473,000 | +12.0% | 170,382 | +5.1% | 7.64% | +9.9% |
| Q3 2017 | $9,348,000 | +4.5% | 162,123 | +0.9% | 6.95% | +0.2% |
| Q2 2017 | $8,945,000 | +7.0% | 160,620 | +3.6% | 6.93% | +1.2% |
| Q1 2017 | $8,362,000 | +6.9% | 155,105 | +1.0% | 6.85% | +0.1% |
| Q4 2016 | $7,823,000 | +4.6% | 153,581 | +1.3% | 6.85% | +2.7% |
| Q3 2016 | $7,481,000 | – | 151,600 | – | 6.66% | – |
Download | ||||||
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% |