ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |