ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 605 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248 | -12.4% | 946 | -9.4% | 0.01% | -18.2% |
| Q1 2024 | $283 | +32.9% | 1,044 | +23.6% | 0.01% | +22.2% |
| Q4 2023 | $213 | -16.1% | 845 | -19.1% | 0.01% | -25.0% |
| Q2 2023 | $254 | +7.2% | 1,045 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $237 | -3.3% | 1,045 | -8.3% | 0.01% | -7.7% |
| Q4 2022 | $245 | -99.9% | 1,140 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | -1.7% | 1,140 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -21.3% | 1,162 | -2.6% | 0.01% | -7.1% |
| Q1 2022 | $305,000 | -12.9% | 1,193 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $350,000 | -0.8% | 1,193 | -0.7% | 0.02% | -11.8% |
| Q3 2021 | $353,000 | -7.6% | 1,202 | -2.0% | 0.02% | -5.6% |
| Q2 2021 | $382,000 | +3.5% | 1,227 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $369,000 | -6.1% | 1,227 | -38.6% | 0.02% | -52.4% |
| Q1 2019 | $393,000 | -13.2% | 2,000 | -5.1% | 0.04% | -17.6% |
| Q3 2018 | $453,000 | +17.7% | 2,108 | +11.8% | 0.05% | +6.2% |
| Q2 2018 | $385,000 | +17.7% | 1,885 | -21.5% | 0.05% | -15.8% |
| Q1 2014 | $327,000 | +0.6% | 2,400 | 0.0% | 0.06% | -26.0% |
| Q4 2013 | $325,000 | +7.6% | 2,400 | 0.0% | 0.08% | -3.8% |
| Q3 2013 | $302,000 | – | 2,400 | – | 0.08% | – |
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% |