ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 833 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $65,370 | -3.1% | 249 | 0.0% | 0.01% | -12.5% |
| Q1 2024 | $67,429 | +7.4% | 249 | 0.0% | 0.01% | -11.1% |
| Q4 2023 | $62,803 | +12.5% | 249 | 0.0% | 0.01% | +12.5% |
| Q3 2023 | $55,813 | -7.6% | 249 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $60,422 | +7.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $56,478 | +5.7% | 249 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $53,415 | +4.7% | 249 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $51,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $51,000 | -20.3% | 249 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $64,000 | -12.3% | 249 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $73,000 | 0.0% | 249 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $73,000 | -6.4% | 249 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $78,000 | +4.0% | 249 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $75,000 | +5.6% | 249 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $71,000 | +29.1% | 249 | 0.0% | 0.02% | +23.1% |
| Q3 2020 | $55,000 | +5.8% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $52,000 | +10.6% | 249 | -15.6% | 0.01% | -7.1% |
| Q1 2020 | $47,000 | -25.4% | 295 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $63,000 | +10.5% | 295 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $57,000 | -3.4% | 295 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $59,000 | +1.7% | 295 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $58,000 | +16.0% | 295 | 0.0% | 0.02% | +7.1% |
| Q4 2018 | $50,000 | -20.6% | 295 | 0.0% | 0.01% | -17.6% |
| Q3 2018 | $63,000 | +5.0% | 295 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $60,000 | +7.1% | 295 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $56,000 | +1.8% | 295 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $55,000 | -5.2% | 295 | -8.7% | 0.02% | -11.1% |
| Q3 2017 | $58,000 | +5.5% | 323 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $55,000 | +5.8% | 323 | 0.0% | 0.02% | +5.9% |
| Q1 2017 | $52,000 | +4.0% | 323 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $50,000 | -3.8% | 323 | -8.0% | 0.02% | -5.6% |
| Q3 2016 | $52,000 | +8.3% | 351 | 0.0% | 0.02% | +5.9% |
| Q2 2016 | $48,000 | +585.7% | 351 | +526.8% | 0.02% | +466.7% |
| Q1 2016 | $7,000 | – | 56 | – | 0.00% | – |
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% |