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 2022 | $320,000 | +21.7% | 17,500 | +1600.7% | 0.02% | +84.6% |
| Q1 2022 | $263,000 | -12.9% | 1,029 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $302,000 | -72.4% | 1,029 | -72.4% | 0.02% | -74.1% |
| Q3 2021 | $1,095,000 | -59.3% | 3,729 | -56.7% | 0.06% | -46.3% |
| Q2 2021 | $2,688,000 | +2.9% | 8,617 | -0.7% | 0.11% | -5.3% |
| Q1 2021 | $2,611,000 | +5.0% | 8,680 | 0.0% | 0.11% | -5.0% |
| Q4 2020 | $2,486,000 | +29.3% | 8,680 | 0.0% | 0.12% | +29.0% |
| Q3 2020 | $1,922,000 | -5.0% | 8,680 | -11.3% | 0.09% | -13.1% |
| Q2 2020 | $2,023,000 | +78.6% | 9,785 | +36.7% | 0.11% | +46.6% |
| Q1 2020 | $1,133,000 | -24.8% | 7,160 | +1.9% | 0.07% | +1.4% |
| Q4 2019 | $1,506,000 | +10.3% | 7,024 | -0.8% | 0.07% | +9.1% |
| Q3 2019 | $1,365,000 | -4.4% | 7,081 | -0.5% | 0.07% | -8.3% |
| Q2 2019 | $1,428,000 | +11.0% | 7,116 | +8.7% | 0.07% | +18.0% |
| Q1 2019 | $1,287,000 | +12.7% | 6,549 | -3.6% | 0.06% | +5.2% |
| Q4 2018 | $1,142,000 | -22.0% | 6,795 | +0.0% | 0.06% | -33.3% |
| Q3 2018 | $1,465,000 | +24.5% | 6,793 | +17.9% | 0.09% | +16.0% |
| Q2 2018 | $1,177,000 | +63.9% | 5,763 | +53.0% | 0.08% | +53.1% |
| Q1 2018 | $718,000 | +6.8% | 3,767 | +4.7% | 0.05% | -3.9% |
| Q4 2017 | $672,000 | – | 3,599 | – | 0.05% | – |
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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% |