ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,340 | -3.1% | 1,377 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $146,843 | +26.2% | 1,377 | +15.1% | 0.00% | 0.0% |
| Q1 2023 | $116,383 | +99372.6% | 1,196 | -8.1% | 0.00% | 0.0% |
| Q4 2022 | $117 | -99.9% | 1,301 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $110,000 | -6.0% | 1,301 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $117,000 | -43.2% | 1,301 | -31.7% | 0.00% | -33.3% |
| Q1 2022 | $206,000 | -5.1% | 1,906 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $217,000 | -1.8% | 1,906 | -11.3% | 0.00% | -40.0% |
| Q2 2021 | $221,000 | -30.3% | 2,148 | -35.7% | 0.01% | -37.5% |
| Q1 2021 | $317,000 | -74.1% | 3,343 | -75.3% | 0.01% | -75.8% |
| Q4 2020 | $1,224,000 | +65.9% | 13,559 | +36.0% | 0.03% | +43.5% |
| Q3 2020 | $738,000 | 0.0% | 9,972 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $738,000 | +30.6% | 9,972 | +8.6% | 0.02% | +15.0% |
| Q1 2020 | $565,000 | – | 9,186 | – | 0.02% | – |
Download | ||||||
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% |