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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |