ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $69,109 | +12.5% | 274 | 0.0% | 0.02% | +7.1% |
| Q3 2023 | $61,418 | -7.6% | 274 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $66,489 | +7.0% | 274 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $62,149 | +3.1% | 274 | -2.5% | 0.02% | 0.0% |
| Q4 2022 | $60,280 | +3.9% | 281 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $58,000 | 0.0% | 281 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $58,000 | -19.4% | 281 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $72,000 | -12.2% | 281 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $82,000 | 0.0% | 281 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $82,000 | -3.5% | 281 | +2.6% | 0.02% | 0.0% |
| Q2 2021 | $85,000 | +3.7% | 274 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $82,000 | +3.8% | 274 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $79,000 | +29.5% | 274 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $61,000 | +7.0% | 274 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $57,000 | +32.6% | 274 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $43,000 | -27.1% | 274 | 0.0% | 0.02% | -21.4% |
| Q4 2019 | $59,000 | +11.3% | 274 | 0.0% | 0.03% | -3.4% |
| Q3 2019 | $53,000 | -76.2% | 274 | -75.3% | 0.03% | -77.5% |
| Q2 2019 | $223,000 | +2.3% | 1,108 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $218,000 | -24.6% | 1,108 | -17.7% | 0.13% | -14.1% |
| Q3 2018 | $289,000 | +5.1% | 1,346 | 0.0% | 0.15% | +0.7% |
| Q2 2018 | $275,000 | +7.0% | 1,346 | 0.0% | 0.15% | +5.7% |
| Q1 2018 | $257,000 | – | 1,346 | – | 0.14% | – |
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% |