ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |