ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 910 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,565,992 | -2.0% | 5,965 | +1.1% | 0.92% | -1.3% |
| Q1 2024 | $1,597,720 | +31.0% | 5,900 | +22.1% | 0.94% | +18.4% |
| Q4 2023 | $1,219,232 | +16.0% | 4,834 | +3.1% | 0.79% | +5.5% |
| Q3 2023 | $1,050,816 | -7.6% | 4,688 | 0.0% | 0.75% | -1.3% |
| Q2 2023 | $1,137,591 | +1.6% | 4,688 | -5.1% | 0.76% | -2.8% |
| Q1 2023 | $1,120,038 | +5.7% | 4,938 | 0.0% | 0.78% | +3.7% |
| Q4 2022 | $1,059,300 | +3.9% | 4,938 | 0.0% | 0.75% | -7.5% |
| Q3 2022 | $1,020,000 | -0.9% | 4,938 | -1.0% | 0.81% | +7.2% |
| Q2 2022 | $1,029,000 | -28.3% | 4,988 | -11.1% | 0.76% | -9.5% |
| Q1 2022 | $1,436,000 | -12.7% | 5,613 | 0.0% | 0.84% | -2.1% |
| Q4 2021 | $1,645,000 | -0.2% | 5,613 | 0.0% | 0.86% | -9.8% |
| Q3 2021 | $1,648,000 | -6.0% | 5,613 | -0.2% | 0.95% | -4.1% |
| Q2 2021 | $1,753,000 | -10.1% | 5,623 | -13.3% | 0.99% | -21.5% |
| Q1 2021 | $1,950,000 | +9.1% | 6,483 | +4.0% | 1.26% | -2.5% |
| Q4 2020 | $1,787,000 | +29.4% | 6,233 | 0.0% | 1.30% | +2.7% |
| Q3 2020 | $1,381,000 | +8.8% | 6,233 | +1.6% | 1.26% | -9.7% |
| Q2 2020 | $1,269,000 | +30.8% | 6,132 | 0.0% | 1.40% | +14.3% |
| Q1 2020 | $970,000 | -47.9% | 6,132 | -29.5% | 1.22% | -21.0% |
| Q4 2019 | $1,863,000 | +11.2% | 8,697 | 0.0% | 1.55% | -3.3% |
| Q3 2019 | $1,676,000 | -2.0% | 8,697 | +2.1% | 1.60% | -3.0% |
| Q2 2019 | $1,710,000 | +2.1% | 8,515 | 0.0% | 1.65% | -4.5% |
| Q1 2019 | $1,675,000 | +17.1% | 8,515 | 0.0% | 1.73% | -2.5% |
| Q4 2018 | $1,431,000 | – | 8,515 | – | 1.77% | – |
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% |