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 | $252,028 | -3.1% | 960 | 0.0% | 0.11% | -6.0% |
| Q1 2024 | $259,968 | +7.4% | 960 | 0.0% | 0.12% | -1.7% |
| Q4 2023 | $242,131 | +12.5% | 960 | 0.0% | 0.12% | 0.0% |
| Q3 2023 | $215,184 | -32.6% | 960 | -27.0% | 0.12% | -22.4% |
| Q2 2023 | $319,097 | -19.8% | 1,315 | -25.1% | 0.15% | -22.8% |
| Q1 2023 | $398,069 | +5.7% | 1,755 | 0.0% | 0.20% | +5.9% |
| Q4 2022 | $376,482 | +3.7% | 1,755 | 0.0% | 0.19% | -5.6% |
| Q3 2022 | $363,000 | +9.3% | 1,755 | +17.0% | 0.20% | +11.3% |
| Q3 2020 | $332,000 | +5.7% | 1,500 | -1.2% | 0.18% | -1.1% |
| Q2 2020 | $314,000 | +30.8% | 1,518 | 0.0% | 0.18% | +35.6% |
| Q1 2020 | $240,000 | -26.2% | 1,518 | 0.0% | 0.13% | +3.1% |
| Q4 2019 | $325,000 | +10.9% | 1,518 | 0.0% | 0.13% | -0.8% |
| Q3 2019 | $293,000 | -3.9% | 1,518 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $305,000 | +2.0% | 1,518 | 0.0% | 0.13% | +2.3% |
| Q1 2019 | $299,000 | +17.3% | 1,518 | 0.0% | 0.13% | +0.8% |
| Q4 2018 | $255,000 | -21.8% | 1,518 | 0.0% | 0.13% | -0.8% |
| Q3 2018 | $326,000 | +5.2% | 1,518 | 0.0% | 0.13% | +6.6% |
| Q2 2018 | $310,000 | +7.3% | 1,518 | 0.0% | 0.12% | +6.1% |
| Q1 2018 | $289,000 | +2.1% | 1,518 | 0.0% | 0.12% | +7.5% |
| Q4 2017 | $283,000 | -23.1% | 1,518 | -26.2% | 0.11% | -29.6% |
| Q3 2017 | $368,000 | -45.2% | 2,058 | -48.3% | 0.15% | -36.7% |
| Q2 2017 | $672,000 | +4.3% | 3,984 | 0.0% | 0.24% | +15.4% |
| Q1 2017 | $644,000 | +5.1% | 3,984 | 0.0% | 0.21% | +4.0% |
| Q4 2016 | $613,000 | +171.2% | 3,984 | +162.5% | 0.20% | +143.9% |
| Q3 2016 | $226,000 | +8.7% | 1,518 | 0.0% | 0.08% | +9.3% |
| Q2 2016 | $208,000 | +3.5% | 1,518 | 0.0% | 0.08% | +2.7% |
| Q1 2016 | $201,000 | -4.7% | 1,518 | 0.0% | 0.07% | -1.4% |
| Q4 2015 | $211,000 | +2.9% | 1,518 | -0.6% | 0.07% | -5.1% |
| Q3 2015 | $205,000 | -12.8% | 1,527 | +0.6% | 0.08% | -3.7% |
| Q2 2015 | $235,000 | +2.2% | 1,518 | 0.0% | 0.08% | -2.4% |
| Q1 2015 | $230,000 | +6.5% | 1,518 | 0.0% | 0.08% | +12.2% |
| Q4 2014 | $216,000 | -77.8% | 1,518 | -78.4% | 0.07% | -78.2% |
| Q2 2014 | $974,000 | – | 7,039 | – | 0.34% | – |
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% |