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 | $519,649 | -6.9% | 1,979 | -4.0% | 0.03% | -3.4% |
Q1 2024 | $558,092 | -27.6% | 2,061 | -32.5% | 0.03% | -31.0% |
Q4 2023 | $770,338 | -59.9% | 3,054 | -64.4% | 0.04% | -64.7% |
Q3 2023 | $1,920,441 | +53.0% | 8,568 | +65.6% | 0.12% | +58.7% |
Q2 2023 | $1,255,171 | +40958.9% | 5,173 | -63.7% | 0.08% | -65.0% |
Q4 2022 | $3,057 | -99.8% | 14,252 | +76.6% | 0.21% | +75.4% |
Q3 2022 | $1,668,000 | -64.0% | 8,072 | -64.0% | 0.12% | -58.5% |
Q2 2022 | $4,631,000 | +1172.3% | 22,449 | +1478.7% | 0.29% | +1447.4% |
Q1 2022 | $364,000 | -68.6% | 1,422 | -64.0% | 0.02% | -66.1% |
Q4 2021 | $1,159,000 | +267.9% | 3,954 | +291.1% | 0.06% | +250.0% |
Q2 2021 | $315,000 | -22.8% | 1,011 | -25.6% | 0.02% | -23.8% |
Q1 2021 | $408,000 | -76.3% | 1,358 | -77.4% | 0.02% | -75.3% |
Q4 2020 | $1,723,000 | -9.0% | 6,010 | -32.0% | 0.08% | -8.6% |
Q4 2019 | $1,893,000 | +153.8% | 8,836 | +128.4% | 0.09% | +138.5% |
Q3 2019 | $746,000 | +29.5% | 3,869 | +25.5% | 0.04% | -2.5% |
Q4 2017 | $576,000 | +100.7% | 3,083 | +81.5% | 0.04% | +100.0% |
Q2 2017 | $287,000 | -23.5% | 1,699 | -26.7% | 0.02% | -28.6% |
Q1 2017 | $375,000 | -89.4% | 2,318 | -90.0% | 0.03% | -89.4% |
Q4 2016 | $3,554,000 | +394.3% | 23,086 | +378.3% | 0.26% | +426.0% |
Q3 2016 | $719,000 | -70.0% | 4,827 | -71.9% | 0.05% | -69.9% |
Q4 2015 | $2,396,000 | +232.3% | 17,205 | +219.9% | 0.17% | +201.8% |
Q3 2015 | $721,000 | +23.5% | 5,379 | +42.5% | 0.06% | +27.9% |
Q2 2015 | $584,000 | +49.7% | 3,776 | +37.7% | 0.04% | +26.5% |
Q4 2014 | $390,000 | -84.0% | 2,742 | -85.4% | 0.03% | -85.7% |
Q3 2014 | $2,430,000 | – | 18,738 | – | 0.24% | – |
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% |