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 | $1,214,184 | -12.8% | 11,746 | -17.9% | 0.00% | – |
Q1 2023 | $1,392,020 | +10.6% | 14,305 | +2.3% | 0.00% | – |
Q4 2022 | $1,258,140 | -62.3% | 13,984 | -64.4% | 0.00% | -100.0% |
Q3 2022 | $3,339,000 | +1.3% | 39,330 | +7.2% | 0.00% | 0.0% |
Q2 2022 | $3,295,000 | -22.2% | 36,692 | -6.4% | 0.00% | 0.0% |
Q1 2022 | $4,236,000 | +216.8% | 39,191 | +234.1% | 0.00% | – |
Q4 2021 | $1,337,000 | -62.8% | 11,729 | -66.4% | 0.00% | -100.0% |
Q3 2021 | $3,594,000 | +0.3% | 34,878 | +0.0% | 0.00% | 0.0% |
Q2 2021 | $3,585,000 | +8.5% | 34,866 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $3,303,000 | +4.9% | 34,866 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $3,148,000 | +40.2% | 34,866 | +26.1% | 0.00% | 0.0% |
Q3 2020 | $2,245,000 | +9.7% | 27,642 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,046,000 | +20.3% | 27,642 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,701,000 | -18.1% | 27,642 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $2,077,000 | +9.0% | 27,642 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,905,000 | +1.3% | 27,642 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,880,000 | +3.6% | 27,642 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,814,000 | +279.5% | 27,642 | +233.6% | 0.00% | – |
Q3 2017 | $478,000 | -6.6% | 8,285 | -9.9% | 0.00% | – |
Q2 2017 | $512,000 | -7.7% | 9,198 | -10.6% | 0.00% | – |
Q1 2017 | $555,000 | +5.9% | 10,294 | 0.0% | 0.00% | – |
Q4 2016 | $524,000 | -82.7% | 10,294 | -83.2% | 0.00% | -100.0% |
Q3 2016 | $3,026,000 | +1.7% | 61,309 | -1.6% | 0.00% | 0.0% |
Q2 2016 | $2,975,000 | +27.0% | 62,309 | +24.6% | 0.00% | 0.0% |
Q1 2016 | $2,342,000 | -0.3% | 50,000 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $2,349,000 | +6.8% | 50,000 | -0.9% | 0.00% | 0.0% |
Q3 2015 | $2,200,000 | -7.4% | 50,437 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $2,376,000 | +1.2% | 50,437 | +0.5% | 0.00% | 0.0% |
Q1 2015 | $2,347,000 | -1.3% | 50,200 | -0.3% | 0.00% | 0.0% |
Q4 2014 | $2,377,000 | – | 50,369 | – | 0.00% | – |
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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% |