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 | $12 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $12 | +9.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $11 | +10.0% | 45 | +2.3% | 0.00% | 0.0% |
| Q3 2023 | $10 | -9.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | +10.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | -99.9% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -15.4% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | -12.5% | 44 | -17.0% | 0.00% | -50.0% |
| Q1 2021 | $16,000 | -5.9% | 53 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +30.8% | 59 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 59 | +1.7% | 0.00% | +100.0% |
| Q1 2020 | $9,000 | -47.1% | 58 | -27.5% | 0.00% | -50.0% |
| Q4 2019 | $17,000 | -5.6% | 80 | -14.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 93 | +1.1% | 0.00% | -33.3% |
| Q2 2019 | $19,000 | -52.5% | 92 | -55.3% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | – | 206 | – | 0.00% | – |
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% |