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 | $7,994,723 | -11.0% | 30,453 | -8.2% | 0.33% | -23.9% |
| Q1 2024 | $8,981,243 | +0.4% | 33,166 | -6.5% | 0.44% | -20.7% |
| Q4 2023 | $8,943,916 | -17.4% | 35,461 | -26.6% | 0.55% | -27.8% |
| Q3 2023 | $10,823,240 | -14.7% | 48,286 | -7.6% | 0.76% | -8.3% |
| Q2 2023 | $12,685,021 | +33.1% | 52,275 | +24.4% | 0.83% | +58.9% |
| Q1 2023 | $9,533,654 | – | 42,032 | – | 0.52% | – |
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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% |