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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $474,077 | -6.2% | 2,115 | +1.6% | 0.07% | 0.0% |
Q2 2023 | $505,218 | -19.2% | 2,082 | -24.4% | 0.07% | -23.3% |
Q1 2023 | $624,889 | -30.0% | 2,755 | -33.8% | 0.09% | -30.2% |
Q4 2022 | $892,403 | +1.0% | 4,160 | -2.8% | 0.13% | -5.8% |
Q3 2022 | $884,000 | +23.1% | 4,280 | +23.0% | 0.14% | +26.9% |
Q2 2022 | $718,000 | -20.1% | 3,480 | -1.0% | 0.11% | -3.6% |
Q1 2022 | $899,000 | -15.1% | 3,515 | -2.8% | 0.11% | -17.0% |
Q4 2021 | $1,059,000 | +0.9% | 3,615 | +1.1% | 0.14% | +1.5% |
Q3 2021 | $1,050,000 | -9.8% | 3,575 | -4.3% | 0.13% | -9.5% |
Q2 2021 | $1,164,000 | +7.1% | 3,735 | +3.3% | 0.15% | +2.8% |
Q1 2021 | $1,087,000 | +26.4% | 3,615 | +20.5% | 0.14% | +9.2% |
Q4 2020 | $860,000 | +61.7% | 3,000 | +24.7% | 0.13% | +44.0% |
Q3 2020 | $532,000 | +9.9% | 2,405 | +2.8% | 0.09% | +5.8% |
Q2 2020 | $484,000 | +36.7% | 2,340 | +4.5% | 0.09% | +21.1% |
Q1 2020 | $354,000 | -26.1% | 2,240 | 0.0% | 0.07% | +22.4% |
Q4 2019 | $479,000 | +11.1% | 2,240 | 0.0% | 0.06% | +26.1% |
Q3 2019 | $431,000 | -4.2% | 2,240 | 0.0% | 0.05% | -4.2% |
Q2 2019 | $450,000 | -4.7% | 2,240 | -6.7% | 0.05% | +2.1% |
Q1 2019 | $472,000 | +17.1% | 2,400 | 0.0% | 0.05% | +4.4% |
Q4 2018 | $403,000 | +49.8% | 2,400 | +92.0% | 0.04% | +87.5% |
Q3 2018 | $269,000 | +5.5% | 1,250 | 0.0% | 0.02% | +9.1% |
Q2 2018 | $255,000 | +7.1% | 1,250 | 0.0% | 0.02% | +4.8% |
Q1 2018 | $238,000 | +2.1% | 1,250 | 0.0% | 0.02% | +5.0% |
Q4 2017 | $233,000 | – | 1,250 | 0.0% | 0.02% | – |
Q3 2017 | $0 | -100.0% | 1,250 | 0.0% | 0.00% | -100.0% |
Q2 2017 | $211,000 | +4.5% | 1,250 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $202,000 | -11.8% | 1,250 | -39.0% | 0.02% | -20.8% |
Q2 2013 | $229,000 | – | 2,050 | – | 0.02% | – |
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% |