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 | $2,213,300 | +1.6% | 21,411 | +4.8% | 0.04% | +4.7% |
| Q2 2023 | $2,179,021 | +18.8% | 20,433 | +8.4% | 0.04% | +10.3% |
| Q1 2023 | $1,834,492 | +65.1% | 18,852 | +52.7% | 0.04% | +56.0% |
| Q4 2022 | $1,111,079 | +0.6% | 12,349 | -5.0% | 0.02% | -7.4% |
| Q3 2022 | $1,104,000 | -11.0% | 13,003 | -5.8% | 0.03% | -6.9% |
| Q2 2022 | $1,240,000 | -11.6% | 13,803 | +6.4% | 0.03% | 0.0% |
| Q1 2022 | $1,402,000 | +11.4% | 12,971 | +17.5% | 0.03% | +16.0% |
| Q4 2021 | $1,258,000 | +43.8% | 11,040 | +30.0% | 0.02% | +31.6% |
| Q3 2021 | $875,000 | +32.8% | 8,494 | +32.6% | 0.02% | +35.7% |
| Q2 2021 | $659,000 | +69.0% | 6,408 | +55.8% | 0.01% | +40.0% |
| Q1 2021 | $390,000 | +47.2% | 4,113 | +40.2% | 0.01% | +42.9% |
| Q4 2020 | $265,000 | +19.9% | 2,933 | +7.8% | 0.01% | 0.0% |
| Q3 2020 | $221,000 | +10.0% | 2,720 | +0.1% | 0.01% | +16.7% |
| Q2 2020 | $201,000 | -1.0% | 2,717 | +0.7% | 0.01% | -14.3% |
| Q4 2019 | $203,000 | – | 2,697 | – | 0.01% | – |
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% |