ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 790 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,763 | -62.6% | 21,954 | -61.4% | 0.03% | -66.3% |
| Q1 2024 | $15,392 | +15.6% | 56,839 | +7.7% | 0.10% | -2.1% |
| Q4 2023 | $13,310 | +840.6% | 52,774 | +745.7% | 0.10% | +470.6% |
| Q1 2023 | $1,415 | +367.0% | 6,240 | +341.0% | 0.02% | +325.0% |
| Q4 2022 | $303 | -99.9% | 1,415 | -18.6% | 0.00% | 0.0% |
| Q2 2022 | $358,000 | -56.4% | 1,738 | -38.0% | 0.00% | -20.0% |
| Q4 2021 | $822,000 | -10.3% | 2,805 | -10.2% | 0.01% | -16.7% |
| Q3 2021 | $916,000 | -84.9% | 3,122 | -83.9% | 0.01% | -89.1% |
| Q2 2021 | $6,050,000 | -57.0% | 19,411 | -58.5% | 0.06% | -61.3% |
| Q1 2021 | $14,074,000 | +4469.5% | 46,798 | +2301.1% | 0.14% | +610.0% |
| Q1 2020 | $308,000 | -84.6% | 1,949 | -81.2% | 0.02% | -78.7% |
| Q3 2019 | $1,997,000 | -59.2% | 10,363 | -57.5% | 0.09% | -69.6% |
| Q2 2019 | $4,895,000 | +1120.7% | 24,371 | +1092.3% | 0.31% | +398.4% |
| Q1 2019 | $401,000 | – | 2,044 | – | 0.06% | – |
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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% |