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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $658,013 | -22.6% | 2,506 | -20.2% | 0.02% | -21.9% |
| Q1 2024 | $850,692 | +3.1% | 3,141 | -4.0% | 0.03% | -5.9% |
| Q4 2023 | $825,107 | +129.4% | 3,271 | +103.9% | 0.03% | +100.0% |
| Q3 2023 | $359,605 | -12.3% | 1,604 | -5.0% | 0.02% | -10.5% |
| Q2 2023 | $409,927 | -13.0% | 1,689 | -18.8% | 0.02% | -20.8% |
| Q1 2023 | $471,448 | +2.6% | 2,079 | -2.9% | 0.02% | -4.0% |
| Q4 2022 | $459,593 | -11.8% | 2,142 | -15.0% | 0.02% | -21.9% |
| Q3 2022 | $521,000 | +43.5% | 2,521 | +43.2% | 0.03% | +52.4% |
| Q2 2022 | $363,000 | -47.1% | 1,760 | -34.4% | 0.02% | -38.2% |
| Q1 2022 | $686,000 | – | 2,683 | – | 0.03% | – |
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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% |