ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,981 | -3.1% | 9,490 | 0.0% | 0.54% | +3.0% |
| Q2 2023 | $1,012,014 | +9.0% | 9,490 | -0.6% | 0.53% | +5.2% |
| Q1 2023 | $928,727 | +9.6% | 9,544 | +1.3% | 0.50% | +1.2% |
| Q4 2022 | $847,608 | +2.2% | 9,421 | -3.4% | 0.50% | -7.8% |
| Q3 2022 | $829,000 | -11.8% | 9,756 | -5.1% | 0.54% | -8.2% |
| Q2 2022 | $940,000 | -15.4% | 10,283 | 0.0% | 0.59% | -19.0% |
| Q1 2022 | $1,111,000 | +0.4% | 10,283 | 0.0% | 0.72% | -9.6% |
| Q4 2021 | $1,107,000 | +4.1% | 10,283 | -0.3% | 0.80% | +8.1% |
| Q3 2021 | $1,063,000 | +7.5% | 10,315 | +7.3% | 0.74% | +6.0% |
| Q2 2021 | $989,000 | +8.6% | 9,616 | 0.0% | 0.70% | -5.7% |
| Q1 2021 | $911,000 | +3.4% | 9,616 | -1.5% | 0.74% | +6.2% |
| Q4 2020 | $881,000 | – | 9,759 | – | 0.70% | – |
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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% |