ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,170,563 | -1.9% | 20,998 | +1.2% | 1.04% | +1.2% |
| Q2 2023 | $2,212,780 | +10.5% | 20,750 | +0.9% | 1.03% | -1.6% |
| Q1 2023 | $2,001,959 | -11.6% | 20,573 | -18.2% | 1.05% | -19.9% |
| Q4 2022 | $2,264,095 | -32.9% | 25,165 | -36.7% | 1.31% | -37.8% |
| Q3 2022 | $3,374,000 | -4.4% | 39,739 | +1.1% | 2.10% | -13.1% |
| Q2 2022 | $3,529,000 | -15.9% | 39,299 | +1.2% | 2.42% | -2.9% |
| Q1 2022 | $4,197,000 | -6.3% | 38,830 | -1.2% | 2.49% | -1.0% |
| Q4 2021 | $4,481,000 | – | 39,320 | – | 2.51% | – |
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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% |