ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 821 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,878 | -18.9% | 7,153 | -16.4% | 0.96% | -8.5% |
| Q1 2024 | $2,317 | -12.0% | 8,555 | -18.1% | 1.05% | -19.6% |
| Q4 2023 | $2,634 | +14.2% | 10,441 | +1.5% | 1.31% | +6.5% |
| Q3 2023 | $2,306 | +2.2% | 10,288 | +10.6% | 1.23% | +5.5% |
| Q2 2023 | $2,257 | +13.1% | 9,301 | +5.7% | 1.17% | +8.1% |
| Q1 2023 | $1,996 | +3.6% | 8,800 | -2.1% | 1.08% | +0.8% |
| Q4 2022 | $1,927 | -99.9% | 8,985 | -2.6% | 1.07% | +2.0% |
| Q3 2022 | $1,905,000 | +2.1% | 9,221 | +1.9% | 1.05% | +8.4% |
| Q2 2022 | $1,866,000 | -25.5% | 9,046 | -7.6% | 0.97% | -12.4% |
| Q1 2022 | $2,505,000 | -26.1% | 9,794 | -15.4% | 1.11% | -22.1% |
| Q4 2021 | $3,391,000 | -1.9% | 11,572 | -1.7% | 1.42% | -8.3% |
| Q3 2021 | $3,456,000 | -5.1% | 11,773 | +0.8% | 1.55% | -6.4% |
| Q2 2021 | $3,640,000 | -2.2% | 11,677 | -5.7% | 1.66% | -7.3% |
| Q1 2021 | $3,723,000 | +167.3% | 12,380 | +154.9% | 1.79% | +159.2% |
| Q4 2020 | $1,393,000 | +34.7% | 4,857 | +4.1% | 0.69% | +14.3% |
| Q3 2020 | $1,034,000 | +8.6% | 4,667 | +1.4% | 0.60% | -0.2% |
| Q2 2020 | $952,000 | +53.5% | 4,602 | +17.4% | 0.60% | +29.3% |
| Q1 2020 | $620,000 | -25.7% | 3,919 | +0.6% | 0.47% | -7.3% |
| Q4 2019 | $835,000 | +18.6% | 3,897 | +6.7% | 0.50% | +5.7% |
| Q3 2019 | $704,000 | +2.8% | 3,653 | +7.2% | 0.48% | +0.6% |
| Q2 2019 | $685,000 | -63.6% | 3,409 | -64.4% | 0.47% | -66.2% |
| Q1 2019 | $1,881,000 | +18.7% | 9,567 | +1.4% | 1.40% | +8.4% |
| Q4 2018 | $1,585,000 | -21.8% | 9,437 | +0.2% | 1.29% | -6.0% |
| Q3 2018 | $2,026,000 | +10.4% | 9,422 | +4.9% | 1.37% | +4.2% |
| Q2 2018 | $1,835,000 | +172.7% | 8,983 | +154.3% | 1.32% | +167.3% |
| Q1 2018 | $673,000 | – | 3,532 | – | 0.49% | – |
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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% |