ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 910 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $280 | -4.4% | 1,068 | -1.3% | 0.00% | -20.0% |
| Q1 2024 | $293 | +5.0% | 1,082 | -2.3% | 0.01% | 0.0% |
| Q4 2023 | $279 | +12.5% | 1,107 | 0.0% | 0.01% | +25.0% |
| Q3 2023 | $248 | -7.8% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $269 | +7.2% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $251 | +4.1% | 1,107 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $241 | -99.9% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $232,000 | +0.4% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $231,000 | -19.5% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $287,000 | -12.8% | 1,122 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $329,000 | 0.0% | 1,122 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $329,000 | -8.9% | 1,122 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $361,000 | +3.7% | 1,158 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $348,000 | +0.3% | 1,158 | -4.2% | 0.01% | -16.7% |
| Q4 2020 | $347,000 | +29.5% | 1,209 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $268,000 | +54.0% | 1,209 | +43.9% | 0.01% | +25.0% |
| Q2 2020 | $174,000 | +30.8% | 840 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $133,000 | +1800.0% | 840 | +1580.0% | 0.00% | – |
| Q4 2013 | $7,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |