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 | $751,121 | +8.1% | 2,861 | +11.5% | 0.03% | +3.1% |
Q1 2024 | $694,873 | +7.4% | 2,566 | 0.0% | 0.03% | -47.5% |
Q4 2023 | $647,197 | +12.5% | 2,566 | 0.0% | 0.06% | -6.2% |
Q3 2023 | $575,169 | -7.6% | 2,566 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $622,666 | +7.0% | 2,566 | 0.0% | 0.06% | +4.8% |
Q1 2023 | $582,020 | +5.7% | 2,566 | 0.0% | 0.06% | -8.8% |
Q4 2022 | $550,458 | +3.9% | 2,566 | 0.0% | 0.07% | +1.5% |
Q3 2022 | $530,000 | +0.2% | 2,566 | 0.0% | 0.07% | +8.1% |
Q2 2022 | $529,000 | -28.0% | 2,566 | -10.7% | 0.06% | -4.6% |
Q1 2022 | $735,000 | -12.8% | 2,875 | 0.0% | 0.06% | -1.5% |
Q4 2021 | $843,000 | -0.1% | 2,875 | 0.0% | 0.07% | -13.2% |
Q3 2021 | $844,000 | -9.7% | 2,875 | -4.2% | 0.08% | -10.6% |
Q2 2021 | $935,000 | -3.6% | 3,000 | -6.9% | 0.08% | -7.6% |
Q1 2021 | $970,000 | -0.3% | 3,224 | -5.0% | 0.09% | -8.9% |
Q4 2020 | $973,000 | +61.1% | 3,394 | +24.5% | 0.10% | +40.3% |
Q3 2020 | $604,000 | +5.2% | 2,726 | -1.8% | 0.07% | -7.7% |
Q2 2020 | $574,000 | +30.8% | 2,776 | 0.0% | 0.08% | +20.0% |
Q1 2020 | $439,000 | -26.2% | 2,776 | 0.0% | 0.06% | -3.0% |
Q4 2019 | $595,000 | +11.2% | 2,776 | 0.0% | 0.07% | +3.1% |
Q3 2019 | $535,000 | -4.1% | 2,776 | 0.0% | 0.06% | -5.8% |
Q2 2019 | $558,000 | +2.2% | 2,776 | +0.0% | 0.07% | -5.5% |
Q1 2019 | $546,000 | 0.0% | 2,775 | 0.0% | 0.07% | 0.0% |
Q4 2018 | $546,000 | 0.0% | 2,775 | 0.0% | 0.07% | 0.0% |
Q3 2018 | $546,000 | -3.5% | 2,775 | +0.1% | 0.07% | -2.7% |
Q2 2018 | $566,000 | +3.3% | 2,772 | -3.6% | 0.08% | +4.2% |
Q1 2018 | $548,000 | -3.4% | 2,876 | -5.2% | 0.07% | -2.7% |
Q4 2017 | $567,000 | +4.4% | 3,035 | +0.1% | 0.07% | -1.3% |
Q3 2017 | $543,000 | +6.1% | 3,033 | 0.0% | 0.08% | -2.6% |
Q2 2017 | $512,000 | +4.5% | 3,033 | 0.0% | 0.08% | +8.5% |
Q1 2017 | $490,000 | -23.0% | 3,033 | -26.6% | 0.07% | -26.0% |
Q4 2016 | $636,000 | +3.4% | 4,132 | +0.1% | 0.10% | +7.9% |
Q3 2016 | $615,000 | +8.7% | 4,129 | 0.0% | 0.09% | +2.3% |
Q2 2016 | $566,000 | +3.3% | 4,129 | 0.0% | 0.09% | -6.5% |
Q1 2016 | $548,000 | -4.7% | 4,129 | 0.0% | 0.09% | -8.8% |
Q4 2015 | $575,000 | +4.0% | 4,129 | 0.0% | 0.10% | +6.2% |
Q3 2015 | $553,000 | -27.4% | 4,129 | -16.2% | 0.10% | -12.7% |
Q2 2015 | $762,000 | +2.0% | 4,929 | 0.0% | 0.11% | +11.1% |
Q1 2015 | $747,000 | +11.0% | 4,929 | +4.2% | 0.10% | +11.2% |
Q4 2014 | $673,000 | +9.8% | 4,729 | 0.0% | 0.09% | +6.0% |
Q3 2014 | $613,000 | -6.4% | 4,729 | 0.0% | 0.08% | -4.5% |
Q2 2014 | $655,000 | +1.9% | 4,729 | 0.0% | 0.09% | -7.4% |
Q1 2014 | $643,000 | +0.3% | 4,729 | 0.0% | 0.10% | -8.7% |
Q4 2013 | $641,000 | – | 4,729 | – | 0.10% | – |
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% |