ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |