ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 118 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600 | -1.8% | 5,805 | +1.4% | 0.05% | -1.9% |
| Q2 2023 | $611 | +69.3% | 5,727 | +54.3% | 0.05% | +82.8% |
| Q1 2023 | $361 | -67.1% | 3,711 | -69.5% | 0.03% | -71.8% |
| Q4 2022 | $1,096 | -99.9% | 12,186 | -1.0% | 0.10% | +1.0% |
| Q3 2022 | $1,045,000 | +60.0% | 12,308 | +69.3% | 0.10% | +59.4% |
| Q2 2022 | $653,000 | -34.7% | 7,271 | -21.4% | 0.06% | -19.0% |
| Q1 2022 | $1,000,000 | -30.4% | 9,255 | -26.6% | 0.08% | -27.5% |
| Q4 2021 | $1,436,000 | +10.6% | 12,604 | +0.1% | 0.11% | 0.0% |
| Q3 2021 | $1,298,000 | -1.4% | 12,596 | -1.6% | 0.11% | -1.8% |
| Q2 2021 | $1,317,000 | -1.3% | 12,807 | -9.0% | 0.11% | -15.9% |
| Q1 2021 | $1,334,000 | +12.0% | 14,079 | +6.7% | 0.13% | +5.6% |
| Q4 2020 | $1,191,000 | +263.1% | 13,195 | +197.5% | 0.12% | +160.4% |
| Q2 2020 | $328,000 | -67.4% | 4,435 | -66.9% | 0.05% | -66.0% |
| Q4 2019 | $1,007,000 | +31.1% | 13,404 | +20.3% | 0.14% | +17.5% |
| Q3 2019 | $768,000 | +0.3% | 11,146 | -1.0% | 0.12% | -0.8% |
| Q2 2019 | $766,000 | -90.0% | 11,262 | +2143.4% | 0.12% | +168.9% |
| Q1 2019 | $7,653,000 | – | 502 | – | 0.04% | – |
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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% |