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 ↓ |
|---|---|---|---|
| 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% |