ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 791 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $648,543 | +9.4% | 2,470 | +12.8% | 0.24% | +9.2% |
| Q1 2024 | $592,929 | +7.5% | 2,190 | +0.1% | 0.22% | +2.3% |
| Q4 2023 | $551,716 | +21.0% | 2,187 | +7.5% | 0.21% | +10.9% |
| Q3 2023 | $456,138 | -7.6% | 2,035 | 0.0% | 0.19% | -5.0% |
| Q2 2023 | $493,805 | +7.1% | 2,035 | +0.1% | 0.20% | -1.0% |
| Q1 2023 | $461,019 | +10.6% | 2,033 | +4.6% | 0.20% | +3.6% |
| Q4 2022 | $416,829 | +6.9% | 1,943 | +2.8% | 0.20% | -0.5% |
| Q3 2022 | $390,000 | +78.1% | 1,890 | +78.3% | 0.20% | +88.6% |
| Q2 2022 | $219,000 | +0.9% | 1,060 | +25.0% | 0.10% | +11.7% |
| Q1 2022 | $217,000 | – | 848 | – | 0.09% | – |
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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% |