ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $526,871 | +23.7% | 5,097 | +27.6% | 0.13% | +31.0% |
Q2 2023 | $426,021 | +108.0% | 3,995 | +89.8% | 0.10% | +100.0% |
Q1 2023 | $204,806 | +17.0% | 2,105 | +8.2% | 0.05% | +6.4% |
Q4 2022 | $175,081 | +41.2% | 1,946 | +32.9% | 0.05% | +27.0% |
Q3 2022 | $124,000 | -5.3% | 1,464 | 0.0% | 0.04% | -5.1% |
Q2 2022 | $131,000 | -10.3% | 1,464 | +8.2% | 0.04% | +8.3% |
Q1 2022 | $146,000 | -15.1% | 1,353 | -10.0% | 0.04% | -14.3% |
Q4 2021 | $172,000 | +11.7% | 1,503 | +0.5% | 0.04% | +7.7% |
Q3 2021 | $154,000 | +0.7% | 1,495 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $153,000 | +21.4% | 1,495 | +11.8% | 0.04% | +11.4% |
Q1 2021 | $126,000 | +0.8% | 1,337 | 0.0% | 0.04% | +2.9% |
Q4 2020 | $125,000 | – | 1,337 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
BOKF, NA | 760,580 | $61,759,000 | 1.36% |
Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |