ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $41,761 | -3.1% | 404 | 0.0% | 0.03% | -3.0% |
Q2 2023 | $43,082 | -98.6% | 404 | -98.7% | 0.03% | -98.7% |
Q1 2023 | $3,124,131 | -24.9% | 32,105 | -30.6% | 2.54% | -30.0% |
Q4 2022 | $4,161,459 | -8.5% | 46,254 | -13.7% | 3.63% | -15.5% |
Q3 2022 | $4,550,000 | -4.2% | 53,591 | +1.3% | 4.29% | -2.0% |
Q2 2022 | $4,750,000 | -10.9% | 52,891 | +7.2% | 4.38% | +3.7% |
Q1 2022 | $5,331,000 | +29.6% | 49,324 | +36.7% | 4.22% | +26.6% |
Q4 2021 | $4,113,000 | – | 36,088 | – | 3.33% | – |
Download |
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% |