ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 821 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $997 | +10.0% | 3,798 | +13.6% | 0.00% | +50.0% |
| Q1 2024 | $906 | +4.9% | 3,344 | -2.4% | 0.00% | 0.0% |
| Q4 2023 | $864 | +30.3% | 3,425 | +15.7% | 0.00% | 0.0% |
| Q3 2023 | $663 | +7.1% | 2,960 | +16.1% | 0.00% | 0.0% |
| Q2 2023 | $619 | +47.0% | 2,550 | +37.4% | 0.00% | +100.0% |
| Q1 2023 | $421 | +5.0% | 1,856 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $401 | -99.9% | 1,869 | -28.1% | 0.00% | -50.0% |
| Q3 2022 | $536,000 | 0.0% | 2,598 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $536,000 | +27.3% | 2,598 | +57.7% | 0.00% | +100.0% |
| Q1 2022 | $421,000 | +5.2% | 1,647 | +20.7% | 0.00% | 0.0% |
| Q4 2021 | $400,000 | +38.9% | 1,364 | +38.9% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | -11.1% | 982 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $324,000 | -4.4% | 1,041 | -7.5% | 0.00% | 0.0% |
| Q1 2021 | $339,000 | -2.6% | 1,126 | -7.2% | 0.00% | 0.0% |
| Q4 2020 | $348,000 | +4.5% | 1,214 | -19.2% | 0.00% | -50.0% |
| Q3 2020 | $333,000 | -0.3% | 1,503 | -7.0% | 0.00% | 0.0% |
| Q2 2020 | $334,000 | +17.6% | 1,616 | -10.0% | 0.00% | 0.0% |
| Q1 2020 | $284,000 | – | 1,795 | – | 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% |