ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,310,218 | -6.8% | 235,177 | -3.8% | 9.16% | +2.7% |
| Q2 2023 | $26,075,648 | +2.6% | 244,520 | -6.4% | 8.92% | -1.4% |
| Q1 2023 | $25,424,839 | +0.5% | 261,277 | -7.1% | 9.05% | -6.8% |
| Q4 2022 | $25,306,110 | +3.0% | 281,272 | -2.8% | 9.71% | -4.6% |
| Q3 2022 | $24,579,000 | -7.0% | 289,502 | -1.6% | 10.18% | -25.8% |
| Q2 2022 | $26,421,000 | -38.6% | 294,192 | -26.1% | 13.71% | -11.4% |
| Q1 2022 | $43,040,000 | -11.1% | 398,226 | -6.3% | 15.48% | +2.2% |
| Q4 2021 | $48,414,000 | +7.9% | 424,830 | -2.4% | 15.14% | +0.8% |
| Q3 2021 | $44,869,000 | +0.9% | 435,450 | +0.7% | 15.02% | -1.4% |
| Q2 2021 | $44,478,000 | -15.2% | 432,621 | -21.9% | 15.22% | -31.4% |
| Q1 2021 | $52,458,000 | +0.3% | 553,768 | -4.4% | 22.18% | -5.4% |
| Q4 2020 | $52,288,000 | – | 579,110 | – | 23.45% | – |
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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% |