ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 57 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,027 | -0.4% | 38,955 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $4,043 | +10.5% | 37,910 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $3,658 | -12.8% | 37,599 | -19.4% | 0.01% | -20.0% |
| Q4 2022 | $4,194 | -99.9% | 46,625 | -1.1% | 0.01% | 0.0% |
| Q3 2022 | $4,001,000 | -1.3% | 47,135 | +4.4% | 0.01% | -9.1% |
| Q2 2022 | $4,054,000 | -11.7% | 45,147 | +6.3% | 0.01% | +10.0% |
| Q1 2022 | $4,589,000 | +6.8% | 42,467 | +12.7% | 0.01% | 0.0% |
| Q4 2021 | $4,295,000 | +15.8% | 37,690 | +4.7% | 0.01% | +11.1% |
| Q3 2021 | $3,710,000 | +5.0% | 36,010 | +4.8% | 0.01% | 0.0% |
| Q2 2021 | $3,533,000 | +19.9% | 34,370 | +10.5% | 0.01% | +12.5% |
| Q1 2021 | $2,946,000 | +20.7% | 31,106 | +15.1% | 0.01% | +14.3% |
| Q4 2020 | $2,440,000 | +18.2% | 27,034 | +6.3% | 0.01% | 0.0% |
| Q3 2020 | $2,064,000 | +17.9% | 25,421 | +7.4% | 0.01% | 0.0% |
| Q2 2020 | $1,751,000 | +21.4% | 23,659 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $1,442,000 | -20.2% | 23,437 | -2.6% | 0.01% | 0.0% |
| Q4 2019 | $1,807,000 | +10.1% | 24,061 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $1,641,000 | -1.6% | 23,810 | -2.9% | 0.01% | 0.0% |
| Q2 2019 | $1,668,000 | +11.3% | 24,528 | +7.4% | 0.01% | 0.0% |
| Q1 2019 | $1,498,000 | -56.9% | 22,830 | -61.6% | 0.01% | -61.1% |
| Q4 2018 | $3,475,000 | +133.1% | 59,515 | +169.7% | 0.02% | +157.1% |
| Q3 2018 | $1,491,000 | +12.9% | 22,067 | +5.3% | 0.01% | 0.0% |
| Q2 2018 | $1,321,000 | +3.4% | 20,947 | -0.5% | 0.01% | 0.0% |
| Q1 2018 | $1,278,000 | -9.8% | 21,047 | -8.7% | 0.01% | -12.5% |
| Q4 2017 | $1,417,000 | – | 23,052 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 294,192 | $26,421,000 | 13.71% |
| Gilbert & Cook, Inc. | 521,265 | $46,815,000 | 8.41% |
| DOHJ, LLC | 148,635 | $13,349,000 | 7.60% |
| WFA Asset Management Corp | 92,045 | $8,266,536 | 5.79% |
| FIRST CITIZENS BANK & TRUST CO | 1,468,801 | $131,913,000 | 4.66% |
| Aspire Wealth Management Corp | 52,891 | $4,750,000 | 4.38% |
| Portfolio Strategies, Inc. | 157,642 | $14,189,000 | 3.31% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 76,488 | $6,869,000 | 2.82% |
| McKinley Carter Wealth Services, Inc. | 327,912 | $29,450,000 | 2.61% |
| ShoreHaven Wealth Partners, LLC | 39,087 | $3,510,000 | 2.52% |