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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $201,000 | -15.5% | 2,368 | -10.8% | 0.00% | – |
| Q2 2022 | $238,000 | -27.7% | 2,654 | -12.8% | 0.00% | -100.0% |
| Q1 2022 | $329,000 | -9.4% | 3,042 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $363,000 | +55.1% | 3,186 | +40.8% | 0.00% | – |
| Q3 2021 | $234,000 | +1.3% | 2,262 | +0.8% | 0.00% | – |
| Q2 2021 | $231,000 | -13.8% | 2,245 | -20.8% | 0.00% | – |
| Q1 2021 | $268,000 | -67.7% | 2,833 | -69.1% | 0.00% | -100.0% |
| Q4 2020 | $829,000 | -87.8% | 9,181 | -89.0% | 0.00% | -86.7% |
| Q3 2020 | $6,806,000 | +18.3% | 83,817 | +7.8% | 0.02% | +15.4% |
| Q2 2020 | $5,754,000 | +82.0% | 77,732 | +51.4% | 0.01% | +62.5% |
| Q1 2020 | $3,161,000 | – | 51,351 | – | 0.01% | – |
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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% |