ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $657 | -3.5% | 6,357 | -0.5% | 0.00% | -33.3% |
| Q2 2023 | $681 | +8.1% | 6,388 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $630 | +2.3% | 6,474 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $616 | -99.9% | 6,850 | -3.4% | 0.00% | -25.0% |
| Q3 2022 | $602,000 | -9.2% | 7,090 | -3.9% | 0.00% | 0.0% |
| Q2 2022 | $663,000 | -17.5% | 7,380 | -0.8% | 0.00% | -20.0% |
| Q1 2022 | $804,000 | -22.7% | 7,440 | -18.5% | 0.01% | -16.7% |
| Q4 2021 | $1,040,000 | -5.6% | 9,130 | -14.7% | 0.01% | -25.0% |
| Q3 2021 | $1,102,000 | -84.6% | 10,699 | -84.6% | 0.01% | -85.5% |
| Q2 2021 | $7,137,000 | +7.6% | 69,419 | -0.8% | 0.06% | -8.3% |
| Q1 2021 | $6,631,000 | -18.2% | 70,000 | -22.0% | 0.06% | -40.6% |
| Q4 2020 | $8,102,000 | +5.7% | 89,738 | -5.0% | 0.10% | -12.2% |
| Q3 2020 | $7,668,000 | +9.6% | 94,438 | -0.0% | 0.12% | -9.4% |
| Q2 2020 | $6,994,000 | +17.7% | 94,471 | -2.1% | 0.13% | -3.1% |
| Q1 2020 | $5,941,000 | -21.1% | 96,531 | -3.7% | 0.13% | -12.7% |
| Q4 2019 | $7,530,000 | +7.1% | 100,231 | -1.7% | 0.15% | -9.1% |
| Q3 2019 | $7,031,000 | -0.3% | 102,016 | -1.5% | 0.16% | -11.8% |
| Q2 2019 | $7,049,000 | +2.5% | 103,622 | -1.1% | 0.19% | +26.4% |
| Q1 2019 | $6,875,000 | – | 104,772 | – | 0.15% | – |
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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% |