ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 679 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,845 | -86.5% | 32 | -87.7% | 0.00% | -84.6% |
| Q1 2023 | $58,100 | +4.2% | 260 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $55,775 | +3.3% | 260 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $54,000 | -62.2% | 260 | -62.6% | 0.01% | -59.4% |
| Q2 2022 | $143,000 | -19.7% | 695 | 0.0% | 0.03% | -8.6% |
| Q1 2022 | $178,000 | -12.7% | 695 | 0.0% | 0.04% | -10.3% |
| Q4 2021 | $204,000 | 0.0% | 695 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $204,000 | -6.0% | 695 | 0.0% | 0.04% | -7.0% |
| Q2 2021 | $217,000 | -40.9% | 695 | -43.0% | 0.04% | -47.6% |
| Q1 2021 | $367,000 | +72.3% | 1,220 | +27.1% | 0.08% | +57.7% |
| Q3 2020 | $213,000 | -3.2% | 960 | -9.9% | 0.05% | -8.8% |
| Q2 2020 | $220,000 | -10.2% | 1,065 | -31.2% | 0.06% | -17.4% |
| Q1 2020 | $245,000 | -41.5% | 1,549 | -20.7% | 0.07% | -30.3% |
| Q4 2019 | $419,000 | +11.1% | 1,954 | 0.0% | 0.10% | +19.3% |
| Q3 2019 | $377,000 | – | 1,954 | – | 0.08% | – |
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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% |