ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 635 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $292,000 | 0.0% | 1,415 | 0.0% | 0.00% | – |
| Q2 2022 | $292,000 | -94.7% | 1,415 | -93.4% | 0.00% | -100.0% |
| Q1 2022 | $5,501,000 | -14.4% | 21,509 | -2.0% | 0.01% | -25.0% |
| Q4 2021 | $6,428,000 | +14.0% | 21,937 | +12.0% | 0.01% | 0.0% |
| Q3 2021 | $5,638,000 | -7.6% | 19,594 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $6,104,000 | +4.1% | 19,583 | +0.5% | 0.01% | -11.1% |
| Q1 2021 | $5,861,000 | -46.6% | 19,489 | -49.1% | 0.01% | 0.0% |
| Q4 2020 | $10,972,000 | +163.6% | 38,272 | +103.6% | 0.01% | +12.5% |
| Q3 2020 | $4,163,000 | +7.0% | 18,794 | -0.0% | 0.01% | 0.0% |
| Q2 2020 | $3,889,000 | +30.8% | 18,800 | +0.0% | 0.01% | +14.3% |
| Q1 2020 | $2,973,000 | +3.3% | 18,799 | +39.9% | 0.01% | +16.7% |
| Q4 2019 | $2,878,000 | +12.4% | 13,435 | +1.1% | 0.01% | +20.0% |
| Q3 2019 | $2,560,000 | +8.5% | 13,283 | +13.1% | 0.01% | 0.0% |
| Q2 2019 | $2,359,000 | – | 11,745 | – | 0.01% | – |
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% |