ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 828 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $300,620 | +24.0% | 1,170 | +21.7% | 0.03% | +13.8% |
Q4 2023 | $242,464 | +5.5% | 961 | -6.2% | 0.03% | -3.3% |
Q3 2023 | $229,826 | -0.2% | 1,025 | +8.0% | 0.03% | +3.4% |
Q2 2023 | $230,362 | +7.1% | 949 | +0.1% | 0.03% | 0.0% |
Q1 2023 | $215,016 | -8.5% | 948 | -13.5% | 0.03% | -17.1% |
Q4 2022 | $235,114 | – | 1,096 | – | 0.04% | – |
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% |