ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 803 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $254,654 | -3.1% | 970 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $262,676 | +7.4% | 970 | 0.0% | 0.01% | -73.7% |
Q4 2023 | $244,653 | +12.5% | 970 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $217,425 | -9.0% | 970 | -1.5% | 0.02% | -5.0% |
Q2 2023 | $239,020 | +7.0% | 985 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $223,418 | +3.4% | 985 | +16.6% | 0.02% | +25.0% |
Q1 2022 | $216,000 | -12.9% | 845 | 0.0% | 0.02% | -5.9% |
Q4 2021 | $248,000 | 0.0% | 845 | 0.0% | 0.02% | -5.6% |
Q3 2021 | $248,000 | -5.7% | 845 | 0.0% | 0.02% | -5.3% |
Q2 2021 | $263,000 | +3.5% | 845 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $254,000 | +5.0% | 845 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $242,000 | – | 845 | – | 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% |