ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $269,279 | -5.8% | 2,605 | -2.8% | 0.14% | -3.6% |
Q2 2023 | $285,795 | +9.6% | 2,680 | 0.0% | 0.14% | +1.4% |
Q1 2023 | $260,791 | +4.1% | 2,680 | -3.8% | 0.14% | -4.8% |
Q4 2022 | $250,566 | +4.4% | 2,785 | -1.4% | 0.14% | +2.8% |
Q3 2022 | $240,000 | -5.5% | 2,825 | 0.0% | 0.14% | -10.8% |
Q2 2022 | $254,000 | +202.4% | 2,825 | +264.5% | 0.16% | +285.4% |
Q1 2022 | $84,000 | +1100.0% | 775 | +1191.7% | 0.04% | +1266.7% |
Q4 2021 | $7,000 | +16.7% | 60 | 0.0% | 0.00% | -25.0% |
Q3 2021 | $6,000 | -92.3% | 60 | -92.1% | 0.00% | -91.7% |
Q2 2021 | $78,000 | +8.3% | 760 | 0.0% | 0.05% | -9.4% |
Q1 2021 | $72,000 | +14.3% | 760 | +8.6% | 0.05% | +1.9% |
Q4 2020 | $63,000 | +10.5% | 700 | 0.0% | 0.05% | -7.1% |
Q3 2020 | $57,000 | – | 700 | – | 0.06% | – |
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% |