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 | $618,312 | -2.8% | 2,355 | +0.3% | 0.07% | -10.8% |
| Q1 2024 | $636,244 | +8.9% | 2,349 | +1.4% | 0.07% | +2.8% |
| Q4 2023 | $584,469 | +13.3% | 2,317 | +0.7% | 0.07% | +1.4% |
| Q3 2023 | $515,958 | -10.1% | 2,302 | -2.6% | 0.07% | -9.0% |
| Q2 2023 | $573,610 | -93.0% | 2,364 | -93.4% | 0.08% | -93.1% |
| Q1 2023 | $8,177,259 | +4.3% | 36,052 | -1.4% | 1.13% | -1.1% |
| Q4 2022 | $7,840,330 | +104.8% | 36,548 | +97.2% | 1.14% | +88.7% |
| Q3 2022 | $3,829,000 | +845.4% | 18,533 | +843.6% | 0.60% | +890.2% |
| Q2 2022 | $405,000 | -28.4% | 1,964 | -11.3% | 0.06% | -20.8% |
| Q1 2022 | $566,000 | -13.6% | 2,214 | -0.9% | 0.08% | -12.5% |
| Q4 2021 | $655,000 | +4.6% | 2,235 | +4.8% | 0.09% | -5.4% |
| Q3 2021 | $626,000 | +1.8% | 2,132 | +8.0% | 0.09% | 0.0% |
| Q2 2021 | $615,000 | +14.5% | 1,974 | +10.7% | 0.09% | +2.2% |
| Q1 2021 | $537,000 | +75.5% | 1,784 | +67.4% | 0.09% | +51.7% |
| Q4 2020 | $306,000 | +25.9% | 1,066 | -5.5% | 0.06% | -11.8% |
| Q3 2018 | $243,000 | +14.6% | 1,128 | +9.0% | 0.07% | +4.6% |
| Q2 2018 | $212,000 | +5.0% | 1,035 | -8.2% | 0.06% | -18.8% |
| Q3 2017 | $202,000 | -14.0% | 1,127 | -19.0% | 0.08% | -20.0% |
| Q2 2017 | $235,000 | +15.2% | 1,391 | +10.1% | 0.10% | +8.7% |
| Q1 2017 | $204,000 | -38.4% | 1,263 | -41.2% | 0.09% | -40.6% |
| Q4 2016 | $331,000 | -4.3% | 2,149 | -7.5% | 0.16% | -10.9% |
| Q3 2016 | $346,000 | +4.5% | 2,324 | -3.6% | 0.17% | +2.4% |
| Q2 2016 | $331,000 | +0.3% | 2,410 | -3.2% | 0.17% | -9.1% |
| Q1 2016 | $330,000 | -5.2% | 2,489 | -0.4% | 0.19% | +6.2% |
| Q4 2015 | $348,000 | – | 2,500 | – | 0.18% | – |
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% |