ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,915 | +31.3% | 3,047 | +35.4% | 0.00% | – |
| Q2 2023 | $239,893 | +17.5% | 2,250 | +7.2% | 0.00% | – |
| Q1 2023 | $204,111 | -54.8% | 2,098 | -58.2% | 0.00% | -100.0% |
| Q4 2022 | $451,591 | +75.7% | 5,019 | +66.0% | 0.00% | – |
| Q3 2022 | $257,000 | -57.9% | 3,024 | -67.5% | 0.00% | -100.0% |
| Q1 2019 | $611,000 | – | 9,307 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |