ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |