ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,783,130 | -2.5% | 84,968 | +0.6% | 5.25% | -1.7% |
| Q2 2023 | $9,004,516 | +12.3% | 84,438 | +2.5% | 5.34% | +8.5% |
| Q1 2023 | $8,018,576 | +6.9% | 82,402 | -1.2% | 4.92% | -0.1% |
| Q4 2022 | $7,503,209 | -6.3% | 83,397 | -11.6% | 4.93% | -13.6% |
| Q3 2022 | $8,009,149 | -3.1% | 94,336 | +2.5% | 5.71% | -1.5% |
| Q2 2022 | $8,266,536 | -24.0% | 92,045 | -8.5% | 5.79% | -18.7% |
| Q1 2022 | $10,875,502 | -9.2% | 100,625 | -4.2% | 7.12% | -8.8% |
| Q4 2021 | $11,974,218 | – | 105,074 | – | 7.81% | – |
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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% |