ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |