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 | $171,348 | -43.8% | 1,685 | -46.3% | 0.00% | -33.3% |
| Q1 2023 | $305,067 | -70.5% | 3,135 | -72.7% | 0.01% | -68.4% |
| Q4 2022 | $1,032,855 | -5.6% | 11,480 | -10.9% | 0.02% | -13.6% |
| Q3 2022 | $1,094,000 | -24.0% | 12,885 | -19.6% | 0.02% | -21.4% |
| Q2 2022 | $1,440,000 | +1.8% | 16,030 | +22.6% | 0.03% | +21.7% |
| Q1 2022 | $1,414,000 | -5.2% | 13,080 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,491,000 | +10.9% | 13,080 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $1,345,000 | +29.1% | 13,055 | +18.7% | 0.02% | +21.1% |
| Q1 2021 | $1,042,000 | +4.9% | 11,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $993,000 | -98.4% | 11,000 | -98.6% | 0.02% | -98.6% |
| Q3 2020 | $61,759,000 | +27.1% | 760,580 | +15.9% | 1.36% | +18.8% |
| Q2 2020 | $48,575,000 | +402.5% | 656,150 | +410.0% | 1.14% | +423.9% |
| Q4 2019 | $9,666,000 | -16.6% | 128,658 | -23.5% | 0.22% | -21.9% |
| Q3 2019 | $11,590,000 | -5.9% | 168,140 | -7.2% | 0.28% | -5.7% |
| Q2 2019 | $12,319,000 | +3.7% | 181,088 | 0.0% | 0.30% | +4.2% |
| Q1 2019 | $11,884,000 | – | 181,088 | – | 0.28% | – |
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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% |