ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 834 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $53,000 | 0.0% | 257 | 0.0% | 0.05% | +6.1% |
| Q2 2022 | $53,000 | -18.5% | 257 | 0.0% | 0.05% | -7.5% |
| Q1 2022 | $65,000 | -13.3% | 257 | 0.0% | 0.05% | -14.5% |
| Q4 2021 | $75,000 | -2.6% | 257 | -3.0% | 0.06% | -7.5% |
| Q3 2021 | $77,000 | -2.5% | 265 | +4.3% | 0.07% | -1.5% |
| Q2 2021 | $79,000 | +3.9% | 254 | 0.0% | 0.07% | +3.0% |
| Q1 2021 | $76,000 | +5.6% | 254 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $72,000 | +9.1% | 254 | -15.9% | 0.07% | +6.3% |
| Q3 2020 | $66,000 | +6.5% | 302 | 0.0% | 0.06% | +34.0% |
| Q2 2020 | $62,000 | +31.9% | 302 | 0.0% | 0.05% | +14.6% |
| Q1 2020 | $47,000 | -26.6% | 302 | 0.0% | 0.04% | -6.8% |
| Q4 2019 | $64,000 | -15.8% | 302 | -23.9% | 0.04% | -15.4% |
| Q3 2019 | $76,000 | -3.8% | 397 | 0.0% | 0.05% | -3.7% |
| Q2 2019 | $79,000 | +1.3% | 397 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $78,000 | -11.4% | 397 | -24.8% | 0.06% | -22.2% |
| Q4 2018 | $88,000 | -15.4% | 528 | -9.3% | 0.07% | -15.3% |
| Q3 2017 | $104,000 | +1385.7% | 582 | +1087.8% | 0.08% | +1316.7% |
| Q4 2013 | $7,000 | – | 49 | – | 0.01% | – |
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% |