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 | $2,442 | +14.0% | 9,303 | +17.6% | 0.03% | +7.1% |
| Q1 2024 | $2,142 | +57.7% | 7,910 | +46.9% | 0.03% | +47.4% |
| Q4 2023 | $1,358 | +72.3% | 5,385 | +53.2% | 0.02% | +58.3% |
| Q3 2023 | $788 | -99.9% | 3,516 | -18.2% | 0.01% | -25.0% |
| Q4 2022 | $922,000 | -99.7% | 4,300 | +159.3% | 0.02% | +128.6% |
| Q3 2022 | $343,000,000 | +113476.2% | 1,658 | +13.4% | 0.01% | +16.7% |
| Q2 2022 | $302,000 | -45.9% | 1,462 | -33.0% | 0.01% | -40.0% |
| Q1 2022 | $558,000 | -99.9% | 2,181 | -14.8% | 0.01% | -23.1% |
| Q4 2021 | $750,000,000 | +142757.1% | 2,560 | +43.1% | 0.01% | +18.2% |
| Q3 2021 | $525,000 | +31.6% | 1,789 | +39.8% | 0.01% | +37.5% |
| Q2 2021 | $399,000 | -57.6% | 1,280 | -59.1% | 0.01% | -65.2% |
| Q1 2021 | $940,000 | +39.9% | 3,126 | +33.4% | 0.02% | +21.1% |
| Q4 2020 | $672,000 | +124.7% | 2,344 | +73.8% | 0.02% | +90.0% |
| Q3 2020 | $299,000 | +16.3% | 1,349 | +8.5% | 0.01% | 0.0% |
| Q2 2020 | $257,000 | +5.3% | 1,243 | +9.2% | 0.01% | 0.0% |
| Q4 2019 | $244,000 | – | 1,138 | – | 0.01% | – |
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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% |