ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 790 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -12.8% | 801 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $235,000 | 0.0% | 801 | 0.0% | 0.02% | -10.0% |
| Q3 2021 | $235,000 | -6.0% | 801 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $250,000 | +3.7% | 801 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $241,000 | +4.8% | 801 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $230,000 | -90.1% | 801 | -92.6% | 0.02% | -92.0% |
| Q3 2018 | $2,323,000 | +5.3% | 10,800 | 0.0% | 0.27% | -1.4% |
| Q2 2018 | $2,207,000 | -9.3% | 10,800 | -31.6% | 0.28% | -5.1% |
| Q4 2016 | $2,432,000 | +3.4% | 15,800 | 0.0% | 0.29% | +1.7% |
| Q3 2016 | $2,353,000 | +43.7% | 15,800 | +46.3% | 0.29% | +50.0% |
| Q1 2015 | $1,637,000 | – | 10,800 | – | 0.19% | – |
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% |