ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q2 2022. 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 | 294,192 | $26,421,000 | 13.71% |
| Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
| DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
| WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
| FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
| Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
| Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
| McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
| ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |