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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $659,303 | +94.3% | 2,614 | +72.7% | 0.04% | +87.0% |
| Q3 2023 | $339,363 | -7.7% | 1,514 | -0.1% | 0.02% | -4.2% |
| Q2 2023 | $367,630 | +6.7% | 1,515 | -0.3% | 0.02% | +4.3% |
| Q1 2023 | $344,540 | +5.7% | 1,519 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $325,856 | +5.5% | 1,519 | +1.6% | 0.02% | 0.0% |
| Q3 2022 | $309,000 | +0.3% | 1,495 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $308,000 | – | 1,495 | – | 0.02% | – |
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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% |