ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $3,457,000 | +4.0% | 36,488 | -0.9% | 0.96% | +35.4% |
Q4 2020 | $3,324,000 | -24.8% | 36,816 | -32.3% | 0.71% | -46.9% |
Q3 2020 | $4,419,000 | +25.7% | 54,418 | +14.6% | 1.34% | +17.8% |
Q2 2020 | $3,516,000 | +40.6% | 47,495 | +16.9% | 1.14% | -2.5% |
Q1 2020 | $2,501,000 | -72.2% | 40,638 | -66.1% | 1.17% | -64.6% |
Q4 2019 | $8,995,000 | – | 119,727 | – | 3.30% | – |
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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% |