ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 130 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |