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 | $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% | – |
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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% |