ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 648 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,368,522 | -3.5% | 12,831 | -0.5% | 1.11% | +0.2% |
| Q1 2024 | $3,491,424 | +10.0% | 12,893 | +2.5% | 1.11% | -5.5% |
| Q4 2023 | $3,172,928 | +10.6% | 12,580 | -1.5% | 1.17% | -0.8% |
| Q3 2023 | $2,869,023 | -8.6% | 12,774 | -1.3% | 1.18% | -6.3% |
| Q2 2023 | $3,139,292 | +12.2% | 12,937 | +4.9% | 1.26% | -18.2% |
| Q1 2023 | $2,797,598 | +43.6% | 12,334 | +35.8% | 1.54% | +15.1% |
| Q4 2022 | $1,948,271 | -8.8% | 9,082 | -3.3% | 1.34% | +18.7% |
| Q3 2022 | $2,137,000 | +162.2% | 9,388 | +137.7% | 1.12% | +131.5% |
| Q2 2022 | $815,000 | -99.9% | 3,949 | +11.8% | 0.49% | +26.2% |
| Q1 2022 | $903,574,000 | +2604.7% | 3,533 | +2999.1% | 0.38% | +2861.5% |
| Q4 2021 | $33,408,000 | +45.9% | 114 | +46.2% | 0.01% | +30.0% |
| Q3 2021 | $22,900,000 | -16.5% | 78 | -11.4% | 0.01% | -9.1% |
| Q2 2021 | $27,429,000 | -6.2% | 88 | -13.7% | 0.01% | -21.4% |
| Q4 2020 | $29,243,000 | -99.1% | 102 | -99.3% | 0.01% | -99.2% |
| Q3 2020 | $3,321,824,000 | +7.0% | 14,995 | -0.1% | 1.74% | -8.0% |
| Q2 2020 | $3,105,199,000 | +34.5% | 15,010 | +2.8% | 1.90% | +5.7% |
| Q1 2020 | $2,308,966,000 | -25.7% | 14,598 | +0.7% | 1.79% | +0.3% |
| Q4 2019 | $3,106,404,000 | +0.1% | 14,501 | -9.9% | 1.79% | -4.9% |
| Q3 2019 | $3,102,375,000 | -7.1% | 16,097 | -3.1% | 1.88% | -5.2% |
| Q2 2019 | $3,338,058,000 | +36.7% | 16,618 | +33.8% | 1.98% | +37.4% |
| Q1 2019 | $2,441,751,000 | +3768.5% | 12,416 | +3219.8% | 1.44% | +2521.8% |
| Q2 2017 | $63,119,000 | +175.5% | 374 | +124.0% | 0.06% | +450.0% |
| Q2 2016 | $22,909,000 | +19.1% | 167 | +15.2% | 0.01% | -33.3% |
| Q1 2016 | $19,228,000 | – | 145 | – | 0.02% | – |
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% |