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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $20,690,000 | -12.1% | 229,155 | -21.0% | 0.10% | -21.5% |
| Q3 2020 | $23,548,000 | +299.1% | 290,000 | +263.8% | 0.13% | +271.4% |
| Q2 2020 | $5,901,000 | +33.5% | 79,706 | +11.0% | 0.04% | +9.4% |
| Q1 2020 | $4,421,000 | +11.6% | 71,830 | +36.2% | 0.03% | +45.5% |
| Q4 2019 | $3,961,000 | +689.0% | 52,725 | +623.4% | 0.02% | +633.3% |
| Q3 2019 | $502,000 | – | 7,288 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |