ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,499 | -11.4% | 5,074 | -8.6% | 0.00% | – |
| Q2 2023 | $591,745 | +7.1% | 5,549 | -2.3% | 0.00% | – |
| Q1 2023 | $552,624 | +8.2% | 5,679 | 0.0% | 0.00% | – |
| Q4 2022 | $510,939 | +6.0% | 5,679 | 0.0% | 0.00% | – |
| Q3 2022 | $482,000 | -5.5% | 5,679 | 0.0% | 0.00% | – |
| Q2 2022 | $510,000 | -16.8% | 5,679 | 0.0% | 0.00% | – |
| Q1 2022 | $613,000 | -6.7% | 5,679 | -1.4% | 0.00% | – |
| Q4 2021 | $657,000 | +10.2% | 5,760 | -0.4% | 0.00% | – |
| Q3 2021 | $596,000 | -1.7% | 5,786 | -1.8% | 0.00% | – |
| Q2 2021 | $606,000 | +6.7% | 5,894 | -1.8% | 0.00% | – |
| Q1 2021 | $568,000 | +2.3% | 6,000 | -2.5% | 0.00% | – |
| Q4 2020 | $555,000 | +8.2% | 6,151 | -2.6% | 0.00% | – |
| Q3 2020 | $513,000 | +6.7% | 6,316 | -2.9% | 0.00% | – |
| Q2 2020 | $481,000 | +16.5% | 6,504 | -3.0% | 0.00% | – |
| Q1 2020 | $413,000 | – | 6,705 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |