ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 910 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,263,634 | +1.0% | 35,286 | +4.2% | 0.16% | -29.4% |
Q1 2024 | $9,171,455 | +60.1% | 33,868 | +49.1% | 0.22% | +211.3% |
Q4 2023 | $5,729,430 | -60.6% | 22,716 | -65.0% | 0.07% | -84.4% |
Q3 2023 | $14,556,974 | +63718.4% | 64,943 | -35.4% | 0.46% | -37.3% |
Q1 2023 | $22,810 | -62.6% | 100,561 | +33988.5% | 0.73% | +72500.0% |
Q3 2022 | $61,000 | -99.5% | 295 | -99.5% | 0.00% | -99.6% |
Q2 2022 | $11,922,000 | +480.4% | 57,786 | +619.4% | 0.27% | +1235.0% |
Q1 2022 | $2,054,000 | -12.4% | 8,033 | +0.4% | 0.02% | -51.2% |
Q4 2021 | $2,346,000 | -13.0% | 8,003 | -12.9% | 0.04% | -40.6% |
Q3 2021 | $2,697,000 | +338.5% | 9,188 | +365.7% | 0.07% | +331.2% |
Q2 2021 | $615,000 | -95.5% | 1,973 | -96.8% | 0.02% | -89.5% |
Q3 2020 | $13,721,000 | +10.4% | 61,941 | +3.1% | 0.15% | -70.2% |
Q2 2020 | $12,426,000 | -45.6% | 60,065 | -58.4% | 0.51% | -63.3% |
Q1 2020 | $22,860,000 | +292.5% | 144,529 | +431.6% | 1.39% | +187.2% |
Q4 2019 | $5,824,000 | -78.2% | 27,188 | -79.6% | 0.48% | -73.1% |
Q2 2019 | $26,758,000 | +1142.8% | 133,212 | +1116.9% | 1.80% | +1275.6% |
Q1 2019 | $2,153,000 | +13356.2% | 10,947 | +11671.0% | 0.13% | +13000.0% |
Q4 2018 | $16,000 | -27.3% | 93 | -7.0% | 0.00% | -50.0% |
Q3 2018 | $22,000 | -99.9% | 100 | -99.9% | 0.00% | -99.8% |
Q2 2018 | $22,132,000 | +1535.8% | 108,313 | +1425.5% | 1.24% | +969.0% |
Q1 2018 | $1,353,000 | +1046.6% | 7,100 | +1023.4% | 0.12% | +673.3% |
Q4 2017 | $118,000 | -98.1% | 632 | -98.3% | 0.02% | -97.9% |
Q2 2017 | $6,375,000 | +1.5% | 37,772 | -2.8% | 0.72% | +15.5% |
Q1 2017 | $6,280,000 | +96.8% | 38,847 | +87.4% | 0.63% | +81.2% |
Q4 2016 | $3,191,000 | -50.7% | 20,727 | -52.3% | 0.35% | -46.2% |
Q3 2016 | $6,472,000 | -28.8% | 43,467 | -36.6% | 0.64% | -52.5% |
Q1 2016 | $9,093,000 | +186.8% | 68,566 | +201.1% | 1.35% | +163.4% |
Q4 2015 | $3,171,000 | +536.7% | 22,770 | +512.4% | 0.51% | +970.8% |
Q3 2015 | $498,000 | -84.5% | 3,718 | -82.1% | 0.05% | -83.2% |
Q2 2015 | $3,208,000 | +8.7% | 20,751 | -8.8% | 0.28% | -13.9% |
Q3 2014 | $2,950,000 | -63.5% | 22,747 | -61.0% | 0.33% | -68.1% |
Q2 2014 | $8,077,000 | -65.8% | 58,354 | -66.4% | 1.04% | -65.7% |
Q1 2014 | $23,599,000 | +93.2% | 173,448 | +92.4% | 3.03% | +48.4% |
Q4 2013 | $12,217,000 | +12117.0% | 90,159 | +11255.0% | 2.04% | +18436.4% |
Q3 2013 | $100,000 | -99.3% | 794 | -99.4% | 0.01% | -99.1% |
Q2 2013 | $14,406,000 | – | 129,189 | – | 1.17% | – |
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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% |