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 | $12,148,776 | +46.0% | 117,527 | +50.7% | 4.12% | +49.4% |
| Q2 2023 | $8,318,668 | +14.8% | 78,007 | +4.8% | 2.76% | +9.4% |
| Q1 2023 | $7,245,510 | +4.7% | 74,458 | -3.2% | 2.52% | +2.9% |
| Q4 2022 | $6,920,418 | +9.2% | 76,919 | +3.1% | 2.45% | -16.0% |
| Q3 2022 | $6,336,000 | -7.8% | 74,628 | -2.4% | 2.92% | +3.4% |
| Q2 2022 | $6,869,000 | -24.9% | 76,488 | -9.6% | 2.82% | -26.2% |
| Q1 2022 | $9,148,000 | +845.0% | 84,642 | +896.0% | 3.82% | +732.5% |
| Q4 2021 | $968,000 | -7.7% | 8,498 | -16.6% | 0.46% | -29.2% |
| Q3 2021 | $1,049,000 | -2.7% | 10,184 | -2.9% | 0.65% | +0.6% |
| Q2 2021 | $1,078,000 | +4.2% | 10,485 | -4.0% | 0.64% | -2.1% |
| Q1 2021 | $1,035,000 | -93.8% | 10,925 | -94.1% | 0.66% | -93.6% |
| Q4 2020 | $16,680,000 | +2.2% | 184,742 | -8.1% | 10.23% | -4.2% |
| Q3 2020 | $16,325,000 | +2.1% | 201,060 | -6.9% | 10.68% | -1.2% |
| Q2 2020 | $15,996,000 | +14.2% | 216,077 | -5.0% | 10.81% | +7.4% |
| Q1 2020 | $14,003,000 | -22.5% | 227,510 | -5.4% | 10.06% | -7.5% |
| Q4 2019 | $18,069,000 | +8.2% | 240,506 | -0.7% | 10.88% | +2.5% |
| Q3 2019 | $16,698,000 | +7128.6% | 242,265 | +7025.4% | 10.61% | +495.0% |
| Q2 2019 | $231,000 | – | 3,400 | – | 1.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Equity Management | 281,272 | $25,306,110 | 9.71% |
| KM Capital Management Ltd. | 107,339 | $9,657,338 | 9.61% |
| Gilbert & Cook, Inc. | 533,864 | $48,031,736 | 8.74% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 96,207 | $8,655,732 | 5.90% |
| DOHJ, LLC | 115,846 | $10,422,669 | 5.86% |
| WFA Asset Management Corp | 83,397 | $7,503,209 | 4.93% |
| ShoreHaven Wealth Partners, LLC | 74,610 | $6,712,655 | 4.73% |
| Aspire Wealth Management Corp | 46,254 | $4,161,459 | 3.63% |
| WEXFORD CAPITAL LP | 165,154 | $14,858,905 | 3.06% |
| Family Capital Management, Inc. | 50,420 | $4,536,287 | 2.99% |