ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,361 | +6.2% | 226 | 0.0% | 0.00% | – |
| Q2 2023 | $21,992 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q1 2023 | $21,992 | +8.2% | 226 | 0.0% | 0.00% | – |
| Q4 2022 | $20,333 | +7.0% | 226 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 226 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -16.7% | 226 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | -4.0% | 226 | 0.0% | 0.00% | – |
| Q4 2021 | $25,000 | +8.7% | 226 | 0.0% | 0.00% | – |
| Q3 2021 | $23,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +9.5% | 226 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +5.0% | 226 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +11.1% | 226 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | +12.5% | 226 | 0.0% | 0.00% | – |
| Q2 2020 | $16,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 226 | 0.0% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | – | 226 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 579,110 | $52,288,000 | 23.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 184,742 | $16,680,000 | 10.23% |
| C-J Advisory, Inc. | 131,355 | $11,860,000 | 7.39% |
| FIRST CITIZENS BANK & TRUST CO | 1,425,902 | $128,745,000 | 6.58% |
| Gilbert & Cook, Inc. | 284,273 | $26,376,000 | 5.69% |
| DOHJ, LLC | 95,241 | $8,876,000 | 5.24% |
| Grant Street Asset Management, Inc. | 35,051 | $3,165,000 | 1.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,789 | $6,121,000 | 1.31% |
| Compton Wealth Advisory Group, LLC | 20,960 | $1,892,000 | 1.18% |
| Pegasus Partners Ltd. | 62,726 | $5,664,000 | 0.72% |