ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $200,121 | -9.9% | 739 | -2.6% | 0.03% | -27.0% |
| Q4 2021 | $222,000 | -0.4% | 759 | 0.0% | 0.04% | -9.8% |
| Q3 2021 | $223,000 | -5.9% | 759 | 0.0% | 0.04% | -10.9% |
| Q2 2021 | $237,000 | +1.7% | 759 | -2.1% | 0.05% | -8.0% |
| Q1 2021 | $233,000 | +5.0% | 775 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $222,000 | +2.8% | 775 | -27.9% | 0.05% | -25.0% |
| Q2 2019 | $216,000 | +2.4% | 1,075 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $211,000 | -8.7% | 1,075 | 0.0% | 0.07% | -8.6% |
| Q3 2018 | $231,000 | +5.0% | 1,075 | 0.0% | 0.08% | -2.4% |
| Q2 2018 | $220,000 | +7.3% | 1,075 | 0.0% | 0.08% | +6.4% |
| Q1 2018 | $205,000 | +2.0% | 1,075 | 0.0% | 0.08% | +4.0% |
| Q4 2017 | $201,000 | – | 1,075 | – | 0.08% | – |
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% |