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 ↓ |
---|---|---|---|
Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |