ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,534,524 | +0.7% | 5,845 | +3.9% | 0.44% | +0.2% |
| Q1 2024 | $1,523,250 | +4.4% | 5,625 | -2.8% | 0.44% | -2.0% |
| Q4 2023 | $1,459,597 | +7.3% | 5,787 | -4.6% | 0.45% | -5.5% |
| Q3 2023 | $1,360,142 | -8.8% | 6,068 | -1.3% | 0.48% | -6.5% |
| Q2 2023 | $1,491,631 | +3.8% | 6,147 | -3.0% | 0.51% | 0.0% |
| Q1 2023 | $1,436,678 | -0.1% | 6,334 | -5.5% | 0.51% | -3.4% |
| Q4 2022 | $1,437,928 | -10.4% | 6,703 | -13.7% | 0.53% | -22.0% |
| Q3 2022 | $1,605,000 | -7.0% | 7,769 | -6.2% | 0.68% | -3.4% |
| Q2 2022 | $1,726,000 | -8.0% | 8,286 | +15.3% | 0.70% | +3.7% |
| Q1 2022 | $1,877,000 | -1.1% | 7,187 | +11.0% | 0.68% | -0.1% |
| Q4 2021 | $1,898,000 | +7.7% | 6,477 | +9.4% | 0.68% | 0.0% |
| Q3 2021 | $1,762,000 | -3.0% | 5,919 | -1.3% | 0.68% | -3.3% |
| Q2 2021 | $1,817,000 | -4.1% | 5,997 | -4.8% | 0.70% | -10.3% |
| Q1 2021 | $1,894,000 | -0.8% | 6,297 | -5.4% | 0.78% | -6.1% |
| Q4 2020 | $1,909,000 | +21.7% | 6,658 | -6.0% | 0.83% | +0.6% |
| Q3 2020 | $1,569,000 | +3.8% | 7,082 | -3.1% | 0.83% | -6.5% |
| Q2 2020 | $1,512,000 | – | 7,308 | – | 0.88% | – |
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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% |