ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 791 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,407,385 | -13.0% | 24,406 | -10.2% | 0.06% | -23.8% |
| Q1 2024 | $7,362,429 | +4.0% | 27,188 | -3.1% | 0.08% | -7.7% |
| Q4 2023 | $7,079,284 | +3.9% | 28,068 | -7.7% | 0.09% | -10.8% |
| Q3 2023 | $6,813,680 | -8.7% | 30,398 | -1.2% | 0.10% | -12.8% |
| Q2 2023 | $7,465,159 | +46.8% | 30,764 | +37.2% | 0.12% | +23.2% |
| Q1 2023 | $5,085,915 | +645.8% | 22,423 | +277.6% | 0.10% | +458.8% |
| Q4 2022 | $681,909 | +87.3% | 5,939 | +237.3% | 0.02% | +54.5% |
| Q3 2022 | $364,000 | +0.6% | 1,761 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $362,000 | -18.1% | 1,753 | +1.4% | 0.01% | -21.4% |
| Q1 2022 | $442,000 | -12.5% | 1,728 | +0.2% | 0.01% | -12.5% |
| Q4 2021 | $505,000 | -0.4% | 1,724 | -0.2% | 0.02% | -11.1% |
| Q3 2021 | $507,000 | +7.6% | 1,728 | +14.3% | 0.02% | -5.3% |
| Q2 2021 | $471,000 | +0.2% | 1,512 | -3.3% | 0.02% | -24.0% |
| Q1 2021 | $470,000 | +6.8% | 1,563 | +1.9% | 0.02% | -3.8% |
| Q4 2020 | $440,000 | – | 1,534 | – | 0.03% | – |
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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% |