ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 83 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,938 | -12.6% | 5,011 | -9.8% | 0.00% | – |
| Q2 2023 | $592,441 | -46.6% | 5,556 | -51.3% | 0.00% | – |
| Q1 2023 | $1,109,936 | +108.0% | 11,406 | +92.3% | 0.00% | – |
| Q4 2022 | $533,625 | +9.6% | 5,931 | +3.4% | 0.00% | – |
| Q3 2022 | $487,000 | -11.8% | 5,735 | -6.6% | 0.00% | – |
| Q2 2022 | $552,000 | +9.7% | 6,142 | +31.9% | 0.00% | – |
| Q1 2022 | $503,000 | -4.9% | 4,655 | +0.2% | 0.00% | – |
| Q4 2021 | $529,000 | +8.2% | 4,644 | -2.1% | 0.00% | – |
| Q3 2021 | $489,000 | +18.4% | 4,744 | +18.1% | 0.00% | – |
| Q2 2021 | $413,000 | +8.1% | 4,016 | -0.4% | 0.00% | – |
| Q1 2021 | $382,000 | +20.1% | 4,031 | +14.5% | 0.00% | – |
| Q4 2020 | $318,000 | +12.0% | 3,519 | +0.8% | 0.00% | – |
| Q3 2020 | $284,000 | +79.7% | 3,492 | +64.0% | 0.00% | – |
| Q2 2020 | $158,000 | +8.2% | 2,129 | -10.5% | 0.00% | – |
| Q1 2020 | $146,000 | +25.9% | 2,378 | +53.8% | 0.00% | – |
| Q4 2019 | $116,000 | +8.4% | 1,546 | -0.1% | 0.00% | – |
| Q3 2019 | $107,000 | +1.9% | 1,547 | 0.0% | 0.00% | – |
| Q2 2019 | $105,000 | +356.5% | 1,547 | +284.8% | 0.00% | – |
| Q4 2018 | $23,000 | – | 402 | – | 0.00% | – |
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% |