ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,752,891 | +32.6% | 123,050 | +36.4% | 5.69% | +37.9% |
| Q2 2023 | $9,619,352 | +9.6% | 90,204 | +0.1% | 4.13% | -7.0% |
| Q1 2023 | $8,772,872 | -15.8% | 90,154 | -22.2% | 4.44% | -24.3% |
| Q4 2022 | $10,422,669 | -1.2% | 115,846 | -6.8% | 5.86% | -17.7% |
| Q3 2022 | $10,549,000 | -21.0% | 124,253 | -16.4% | 7.12% | -6.3% |
| Q2 2022 | $13,349,000 | +15.1% | 148,635 | +38.5% | 7.60% | +36.1% |
| Q1 2022 | $11,599,000 | -11.0% | 107,317 | -6.2% | 5.58% | -4.2% |
| Q4 2021 | $13,035,000 | +2.4% | 114,379 | -0.7% | 5.83% | -3.3% |
| Q3 2021 | $12,725,000 | +54.2% | 115,160 | +43.5% | 6.03% | +38.9% |
| Q2 2021 | $8,251,000 | -8.6% | 80,252 | -15.8% | 4.34% | -17.4% |
| Q1 2021 | $9,029,000 | +1.7% | 95,314 | +0.1% | 5.26% | +0.2% |
| Q4 2020 | $8,876,000 | +27.3% | 95,241 | +15.5% | 5.24% | +20.0% |
| Q3 2020 | $6,975,000 | +10.0% | 82,459 | +3.1% | 4.37% | +0.6% |
| Q2 2020 | $6,343,000 | – | 80,003 | – | 4.34% | – |
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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% |