ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 660 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $59,113 | -87.3% | 225 | -86.9% | 0.01% | -88.5% |
| Q1 2024 | $465,243 | +359.0% | 1,718 | +327.4% | 0.05% | +300.0% |
| Q4 2023 | $101,354 | +11.5% | 402 | -1.0% | 0.01% | 0.0% |
| Q3 2023 | $90,939 | -27.3% | 406 | -21.3% | 0.01% | -27.8% |
| Q2 2023 | $125,173 | +32.7% | 516 | +21.7% | 0.02% | +20.0% |
| Q1 2023 | $94,311 | -64.7% | 424 | -59.0% | 0.02% | -69.4% |
| Q1 2022 | $267,000 | -7.3% | 1,033 | -8.3% | 0.05% | +4.3% |
| Q4 2021 | $288,000 | -52.7% | 1,126 | -46.4% | 0.05% | -56.9% |
| Q3 2021 | $609,000 | 0.0% | 2,101 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $609,000 | -17.3% | 2,101 | -14.2% | 0.11% | -24.1% |
| Q1 2021 | $736,000 | +78.6% | 2,448 | +70.4% | 0.14% | +70.6% |
| Q4 2020 | $412,000 | -68.9% | 1,437 | -78.7% | 0.08% | +49.1% |
| Q1 2020 | $1,323,000 | +288.0% | 6,750 | +323.7% | 0.06% | +58.3% |
| Q4 2019 | $341,000 | +40.9% | 1,593 | +27.0% | 0.04% | +33.3% |
| Q3 2019 | $242,000 | -2.8% | 1,254 | +1.4% | 0.03% | -75.0% |
| Q2 2019 | $249,000 | +4.2% | 1,237 | +1.7% | 0.11% | -9.2% |
| Q1 2019 | $239,000 | +11.2% | 1,216 | +21.6% | 0.12% | +3.5% |
| Q3 2018 | $215,000 | +7.0% | 1,000 | +1.6% | 0.12% | -4.2% |
| Q2 2018 | $201,000 | -97.6% | 984 | +1689.1% | 0.12% | +1100.0% |
| Q4 2016 | $8,467,000 | – | 55 | – | 0.01% | – |
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% |