ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,455,408 | -14.6% | 5,544 | -11.9% | 0.07% | -20.9% |
| Q1 2024 | $1,703,970 | +16.0% | 6,292 | +8.0% | 0.09% | 0.0% |
| Q4 2023 | $1,469,471 | +11.6% | 5,826 | -0.8% | 0.09% | -11.3% |
| Q3 2023 | $1,316,700 | -5.8% | 5,874 | +1.9% | 0.10% | -3.0% |
| Q2 2023 | $1,398,276 | +7.5% | 5,762 | +0.5% | 0.10% | +7.5% |
| Q1 2023 | $1,300,350 | +0.5% | 5,733 | -4.9% | 0.09% | -7.0% |
| Q4 2022 | $1,293,661 | -4.0% | 6,030 | -7.5% | 0.10% | -10.7% |
| Q3 2022 | $1,347,000 | +9.1% | 6,521 | +9.0% | 0.11% | +14.3% |
| Q2 2022 | $1,235,000 | -27.9% | 5,985 | -10.6% | 0.10% | -14.8% |
| Q1 2022 | $1,712,000 | +7.1% | 6,693 | +22.7% | 0.12% | +10.6% |
| Q4 2021 | $1,598,000 | -9.4% | 5,453 | -3.6% | 0.10% | -25.2% |
| Q2 2021 | $1,763,000 | +7.4% | 5,657 | +3.6% | 0.14% | -12.0% |
| Q1 2021 | $1,642,000 | -58.9% | 5,459 | -60.8% | 0.16% | -61.9% |
| Q4 2020 | $3,993,000 | +399.1% | 13,929 | +285.5% | 0.42% | +580.3% |
| Q3 2020 | $800,000 | -17.9% | 3,613 | -20.6% | 0.06% | -50.4% |
| Q4 2019 | $975,000 | – | 4,549 | – | 0.12% | – |
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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% |