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 | $549,213 | -2.4% | 2,092 | +0.7% | 0.08% | -8.1% |
Q1 2024 | $562,722 | +7.4% | 2,078 | 0.0% | 0.09% | -2.3% |
Q4 2023 | $524,113 | +12.5% | 2,078 | 0.0% | 0.09% | +4.8% |
Q3 2023 | $465,784 | -7.6% | 2,078 | 0.0% | 0.08% | -4.5% |
Q2 2023 | $504,247 | +7.0% | 2,078 | 0.0% | 0.09% | 0.0% |
Q1 2023 | $471,332 | +5.7% | 2,078 | 0.0% | 0.09% | 0.0% |
Q4 2022 | $445,773 | +3.9% | 2,078 | 0.0% | 0.09% | -2.2% |
Q3 2022 | $429,000 | 0.0% | 2,078 | 0.0% | 0.09% | +7.1% |
Q2 2022 | $429,000 | -19.2% | 2,078 | 0.0% | 0.08% | -5.6% |
Q1 2022 | $531,000 | -18.7% | 2,078 | -6.7% | 0.09% | -17.6% |
Q4 2021 | $653,000 | -0.2% | 2,228 | 0.0% | 0.11% | -5.3% |
Q3 2021 | $654,000 | -5.8% | 2,228 | 0.0% | 0.11% | -7.3% |
Q2 2021 | $694,000 | +3.6% | 2,228 | 0.0% | 0.12% | -0.8% |
Q1 2021 | $670,000 | +4.9% | 2,228 | 0.0% | 0.12% | -3.9% |
Q4 2020 | $639,000 | +29.4% | 2,228 | 0.0% | 0.13% | +10.3% |
Q3 2020 | $494,000 | +7.2% | 2,228 | 0.0% | 0.12% | -1.7% |
Q2 2020 | $461,000 | -3.8% | 2,228 | -26.4% | 0.12% | -24.2% |
Q1 2020 | $479,000 | -28.5% | 3,028 | -3.2% | 0.16% | -8.2% |
Q4 2019 | $670,000 | +11.1% | 3,128 | 0.0% | 0.17% | -0.6% |
Q3 2019 | $603,000 | -4.0% | 3,128 | 0.0% | 0.17% | -4.4% |
Q2 2019 | $628,000 | +2.1% | 3,128 | 0.0% | 0.18% | +2.3% |
Q1 2019 | $615,000 | +16.9% | 3,128 | 0.0% | 0.18% | +3.5% |
Q4 2018 | $526,000 | -21.8% | 3,128 | 0.0% | 0.17% | -6.6% |
Q3 2018 | $673,000 | +5.3% | 3,128 | 0.0% | 0.18% | +1.1% |
Q2 2018 | $639,000 | +7.2% | 3,128 | 0.0% | 0.18% | +6.5% |
Q1 2018 | $596,000 | +2.1% | 3,128 | 0.0% | 0.17% | +3.7% |
Q4 2017 | $584,000 | +4.3% | 3,128 | 0.0% | 0.16% | +0.6% |
Q3 2017 | $560,000 | +6.3% | 3,128 | 0.0% | 0.16% | +0.6% |
Q2 2017 | $527,000 | +4.4% | 3,128 | 0.0% | 0.16% | +0.6% |
Q1 2017 | $505,000 | +5.0% | 3,128 | 0.0% | 0.16% | -3.6% |
Q4 2016 | $481,000 | +3.4% | 3,128 | 0.0% | 0.17% | -1.2% |
Q3 2016 | $465,000 | +8.4% | 3,128 | 0.0% | 0.17% | +3.1% |
Q2 2016 | $429,000 | +3.6% | 3,128 | 0.0% | 0.16% | +2.5% |
Q1 2016 | $414,000 | -37.1% | 3,128 | -33.8% | 0.16% | -38.8% |
Q4 2015 | $658,000 | +3.9% | 4,728 | 0.0% | 0.26% | +26.2% |
Q3 2015 | $633,000 | -13.3% | 4,728 | 0.0% | 0.21% | -3.7% |
Q2 2015 | $730,000 | +2.0% | 4,728 | 0.0% | 0.21% | +0.5% |
Q1 2015 | $716,000 | +6.4% | 4,728 | 0.0% | 0.21% | +7.0% |
Q4 2014 | $673,000 | +9.8% | 4,728 | 0.0% | 0.20% | +7.0% |
Q3 2014 | $613,000 | -6.3% | 4,728 | 0.0% | 0.19% | -6.1% |
Q2 2014 | $654,000 | -7.1% | 4,728 | -8.7% | 0.20% | -12.4% |
Q1 2014 | $704,000 | +1.0% | 5,178 | +0.5% | 0.23% | -4.6% |
Q4 2013 | $697,000 | +7.6% | 5,150 | 0.0% | 0.24% | +4.4% |
Q3 2013 | $648,000 | +12.9% | 5,150 | 0.0% | 0.23% | +9.1% |
Q2 2013 | $574,000 | – | 5,150 | – | 0.21% | – |
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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% |