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 | $228,427 | +23.9% | 2,210 | +27.8% | 0.01% | +22.2% |
| Q2 2023 | $184,359 | +53.5% | 1,729 | +40.1% | 0.01% | +28.6% |
| Q1 2023 | $120,090 | +2.1% | 1,234 | -5.6% | 0.01% | 0.0% |
| Q4 2022 | $117,583 | +0.5% | 1,307 | +0.7% | 0.01% | -12.5% |
| Q3 2022 | $117,000 | 0.0% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $117,000 | -45.6% | 1,298 | -31.3% | 0.01% | -38.5% |
| Q4 2021 | $215,000 | -5.7% | 1,890 | -14.7% | 0.01% | +85.7% |
| Q3 2021 | $228,000 | +5.1% | 2,217 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $217,000 | +43.7% | 2,106 | +32.0% | 0.01% | +40.0% |
| Q1 2021 | $151,000 | – | 1,596 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |