ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,275 | -3.6% | 7,916 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $848,962 | +7.9% | 7,961 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $786,847 | +7.8% | 8,086 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $729,745 | +5.8% | 8,111 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $690,000 | -10.0% | 8,128 | -4.8% | 0.01% | 0.0% |
| Q2 2022 | $767,000 | -24.4% | 8,538 | -9.0% | 0.01% | -11.1% |
| Q1 2022 | $1,014,000 | -9.0% | 9,383 | -4.0% | 0.01% | -10.0% |
| Q4 2021 | $1,114,000 | +10.8% | 9,771 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $1,005,000 | -6.4% | 9,752 | -6.7% | 0.01% | -9.1% |
| Q2 2021 | $1,074,000 | +5.2% | 10,447 | -3.1% | 0.01% | -8.3% |
| Q1 2021 | $1,021,000 | +4.9% | 10,781 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $973,000 | +11.2% | 10,781 | +0.0% | 0.01% | 0.0% |
| Q3 2020 | $875,000 | +6.7% | 10,777 | -2.7% | 0.01% | 0.0% |
| Q2 2020 | $820,000 | +16.5% | 11,081 | -3.1% | 0.01% | 0.0% |
| Q1 2020 | $704,000 | +20.5% | 11,432 | +47.2% | 0.01% | +44.4% |
| Q4 2019 | $584,000 | +2.1% | 7,767 | -6.4% | 0.01% | 0.0% |
| Q3 2019 | $572,000 | +16.3% | 8,297 | +14.8% | 0.01% | +12.5% |
| Q2 2019 | $492,000 | -0.6% | 7,229 | -4.2% | 0.01% | 0.0% |
| Q1 2019 | $495,000 | -18.7% | 7,543 | -27.7% | 0.01% | -27.3% |
| Q4 2018 | $609,000 | +31.0% | 10,434 | +51.7% | 0.01% | +57.1% |
| Q3 2018 | $465,000 | +57.6% | 6,876 | +47.0% | 0.01% | +40.0% |
| Q2 2018 | $295,000 | -73.5% | 4,679 | -74.5% | 0.01% | -73.7% |
| Q1 2018 | $1,113,000 | -7.9% | 18,323 | -6.8% | 0.02% | 0.0% |
| Q4 2017 | $1,209,000 | +4.6% | 19,667 | -1.9% | 0.02% | 0.0% |
| Q3 2017 | $1,156,000 | +139.3% | 20,040 | +123.9% | 0.02% | +111.1% |
| Q1 2017 | $483,000 | +0.8% | 8,951 | -4.8% | 0.01% | 0.0% |
| Q4 2016 | $479,000 | 0.0% | 9,401 | -3.1% | 0.01% | 0.0% |
| Q3 2016 | $479,000 | – | 9,701 | – | 0.01% | – |
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% |