ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 201,060 | $16,325,000 | 10.68% |
| C-J Advisory, Inc. | 128,637 | $10,445,000 | 7.60% |
| FIRST CITIZENS BANK & TRUST CO | 910,048 | $73,896,000 | 5.21% |
| DOHJ, LLC | 82,459 | $6,975,000 | 4.37% |
| Grant Street Asset Management, Inc. | 35,017 | $2,843,000 | 1.70% |
| BOKF, NA | 760,580 | $61,759,000 | 1.36% |
| Systelligence, LLC | 54,418 | $4,419,000 | 1.34% |
| Compton Wealth Advisory Group, LLC | 20,524 | $1,667,000 | 1.25% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 58,678 | $4,765,000 | 1.18% |
| Patriot Financial Group Insurance Agency, LLC | 22,701 | $1,843,000 | 0.60% |