ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 83 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,333 | +7.0% | 226 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 226 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -16.7% | 226 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | -20.0% | 226 | -23.6% | 0.00% | – |
| Q2 2021 | $30,000 | +11.1% | 296 | +2.8% | 0.00% | – |
| Q1 2021 | $27,000 | +3.8% | 288 | 0.0% | 0.00% | – |
| Q4 2020 | $26,000 | +13.0% | 288 | 0.0% | 0.00% | – |
| Q3 2020 | $23,000 | -39.5% | 288 | -43.9% | 0.00% | – |
| Q2 2020 | $38,000 | -2.6% | 513 | -19.0% | 0.00% | – |
| Q1 2020 | $39,000 | -27.8% | 633 | -12.6% | 0.00% | – |
| Q4 2019 | $54,000 | +5.9% | 724 | -2.0% | 0.00% | – |
| Q3 2019 | $51,000 | -5.6% | 739 | -7.0% | 0.00% | – |
| Q2 2019 | $54,000 | -1.8% | 795 | -4.8% | 0.00% | – |
| Q1 2019 | $55,000 | -3.5% | 835 | -15.0% | 0.00% | – |
| Q4 2018 | $57,000 | -14.9% | 982 | -1.6% | 0.00% | – |
| Q3 2018 | $67,000 | -9.5% | 998 | -15.1% | 0.00% | – |
| Q2 2018 | $74,000 | +4.2% | 1,175 | 0.0% | 0.00% | – |
| Q1 2018 | $71,000 | -1.4% | 1,175 | 0.0% | 0.00% | – |
| Q4 2017 | $72,000 | +5.9% | 1,175 | 0.0% | 0.00% | – |
| Q3 2017 | $68,000 | 0.0% | 1,175 | -4.1% | 0.00% | – |
| Q2 2017 | $68,000 | +3.0% | 1,225 | 0.0% | 0.00% | – |
| Q1 2017 | $66,000 | +22.2% | 1,225 | +16.4% | 0.00% | – |
| Q4 2016 | $54,000 | +5.9% | 1,052 | +2.4% | 0.00% | – |
| Q3 2016 | $51,000 | +18.6% | 1,027 | +14.6% | 0.00% | – |
| Q2 2016 | $43,000 | +186.7% | 896 | +170.7% | 0.00% | – |
| Q1 2016 | $15,000 | -25.0% | 331 | -21.2% | 0.00% | – |
| Q4 2015 | $20,000 | +42.9% | 420 | +30.8% | 0.00% | – |
| Q3 2015 | $14,000 | -26.3% | 321 | -22.7% | 0.00% | – |
| Q2 2015 | $19,000 | +216.7% | 415 | +243.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | +20.0% | 121 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q2 2014 | $5,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q1 2014 | $5,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q4 2013 | $5,000 | – | 121 | – | 0.00% | – |
Download | ||||||
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% |