ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |