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 | $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 | 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% |