ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,957,884 | -1.9% | 67,310 | +1.2% | 0.66% | -20.0% |
Q2 2023 | $7,095,626 | +13.3% | 66,538 | +3.4% | 0.82% | +10.6% |
Q1 2023 | $6,261,528 | +9.1% | 64,346 | +0.9% | 0.75% | -2.0% |
Q4 2022 | $5,737,195 | +8.7% | 63,768 | +2.6% | 0.76% | -4.9% |
Q3 2022 | $5,277,000 | +3.4% | 62,151 | +9.4% | 0.80% | +5.4% |
Q2 2022 | $5,102,000 | -14.9% | 56,810 | +2.4% | 0.76% | -3.3% |
Q1 2022 | $5,994,000 | +0.6% | 55,459 | +6.1% | 0.78% | -0.5% |
Q4 2021 | $5,956,000 | +53.5% | 52,267 | +38.8% | 0.79% | +41.1% |
Q3 2021 | $3,880,000 | +20.0% | 37,662 | +19.7% | 0.56% | +41.9% |
Q2 2021 | $3,233,000 | +11.4% | 31,455 | +2.7% | 0.39% | -17.6% |
Q1 2021 | $2,901,000 | +6.4% | 30,632 | +1.5% | 0.48% | -16.4% |
Q4 2020 | $2,726,000 | – | 30,192 | – | 0.57% | – |
Download |
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% |