ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,378 | -84.3% | 23 | -83.8% | 0.00% | – |
| Q2 2023 | $15,142 | +9.6% | 142 | 0.0% | 0.00% | – |
| Q1 2023 | $13,818 | -92.6% | 142 | -92.7% | 0.00% | – |
| Q4 2022 | $187,858 | -89.7% | 1,955 | -90.9% | 0.00% | -100.0% |
| Q3 2022 | $1,828,000 | -45.7% | 21,536 | -42.6% | 0.00% | -42.9% |
| Q2 2022 | $3,368,000 | -20.2% | 37,501 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $4,223,000 | +211050.0% | 39,075 | +169791.3% | 0.01% | – |
| Q2 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 23 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 23 | -23.3% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -95.9% | 30 | -97.0% | 0.00% | – |
| Q3 2016 | $49,000 | +4.3% | 990 | 0.0% | 0.00% | – |
| Q2 2016 | $47,000 | +2.2% | 990 | 0.0% | 0.00% | – |
| Q1 2016 | $46,000 | -2.1% | 990 | 0.0% | 0.00% | – |
| Q4 2015 | $47,000 | +9.3% | 990 | 0.0% | 0.00% | – |
| Q3 2015 | $43,000 | -8.5% | 990 | 0.0% | 0.00% | – |
| Q2 2015 | $47,000 | +2.2% | 990 | 0.0% | 0.00% | – |
| Q1 2015 | $46,000 | -2.1% | 990 | 0.0% | 0.00% | – |
| Q4 2014 | $47,000 | +4.4% | 990 | 0.0% | 0.00% | – |
| Q3 2014 | $45,000 | -59.5% | 990 | -60.2% | 0.00% | – |
| Q2 2014 | $111,000 | +4.7% | 2,490 | 0.0% | 0.00% | – |
| Q1 2014 | $106,000 | – | 2,490 | – | 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% |