ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |