ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 803 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,740 | -3.1% | 917 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $248,324 | +7.4% | 917 | 0.0% | 0.04% | -2.8% |
| Q4 2023 | $231,286 | +7.1% | 917 | +3.0% | 0.04% | 0.0% |
| Q2 2023 | $215,967 | +7.0% | 890 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $201,870 | -11.5% | 890 | 0.0% | 0.04% | -2.7% |
| Q1 2022 | $228,000 | -12.6% | 890 | 0.0% | 0.04% | -15.9% |
| Q4 2021 | $261,000 | 0.0% | 890 | 0.0% | 0.04% | -10.2% |
| Q3 2021 | $261,000 | -5.8% | 890 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $277,000 | +3.4% | 890 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $268,000 | +5.1% | 890 | 0.0% | 0.05% | -5.5% |
| Q4 2020 | $255,000 | +14.9% | 890 | -21.2% | 0.06% | -21.4% |
| Q1 2019 | $222,000 | +11.0% | 1,130 | +21.5% | 0.07% | +11.1% |
| Q3 2018 | $200,000 | – | 930 | – | 0.06% | – |
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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% |