ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,717,230 | -1.0% | 74,656 | +2.1% | 0.90% | -2.0% |
Q2 2023 | $7,795,823 | +10.6% | 73,104 | +0.9% | 0.92% | -0.5% |
Q1 2023 | $7,047,233 | +13.3% | 72,420 | +4.8% | 0.92% | +0.5% |
Q4 2022 | $6,218,915 | +6.8% | 69,122 | +0.8% | 0.92% | -3.5% |
Q3 2022 | $5,821,000 | -5.7% | 68,559 | -0.2% | 0.95% | -6.1% |
Q2 2022 | $6,172,000 | -48.5% | 68,726 | -38.0% | 1.01% | -44.4% |
Q1 2022 | $11,975,000 | -6.4% | 110,801 | -1.3% | 1.82% | -5.5% |
Q4 2021 | $12,796,000 | +12.9% | 112,283 | +2.1% | 1.93% | +2.9% |
Q3 2021 | $11,329,000 | +1.8% | 109,949 | +1.5% | 1.87% | -3.0% |
Q2 2021 | $11,133,000 | +10.1% | 108,292 | +1.4% | 1.93% | -2.3% |
Q1 2021 | $10,115,000 | +65.3% | 106,779 | +57.5% | 1.98% | +51.1% |
Q4 2020 | $6,121,000 | +28.5% | 67,789 | +15.5% | 1.31% | +11.2% |
Q3 2020 | $4,765,000 | – | 58,678 | – | 1.18% | – |
Download |
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% |