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 | $470,248 | -3.7% | 1,791 | -0.7% | 0.02% | -10.0% |
| Q1 2024 | $488,188 | -37.5% | 1,803 | -41.8% | 0.02% | -42.9% |
| Q4 2023 | $781,659 | +7.9% | 3,099 | -4.1% | 0.04% | -5.4% |
| Q3 2023 | $724,634 | -8.1% | 3,233 | -0.5% | 0.04% | -9.8% |
| Q2 2023 | $788,113 | +29.2% | 3,248 | +20.8% | 0.04% | +17.1% |
| Q1 2023 | $609,775 | +5.8% | 2,688 | +0.1% | 0.04% | -2.8% |
| Q4 2022 | $576,270 | +2.2% | 2,686 | -1.6% | 0.04% | -16.3% |
| Q3 2022 | $564,000 | +147.4% | 2,731 | +147.1% | 0.04% | +115.0% |
| Q2 2022 | $228,000 | -27.4% | 1,105 | -10.0% | 0.02% | -16.7% |
| Q1 2022 | $314,000 | -15.4% | 1,228 | -2.9% | 0.02% | -11.1% |
| Q4 2021 | $371,000 | +0.5% | 1,265 | +0.7% | 0.03% | -10.0% |
| Q3 2021 | $369,000 | +42.5% | 1,256 | +51.1% | 0.03% | +87.5% |
| Q2 2021 | $259,000 | -30.7% | 831 | -52.4% | 0.02% | -63.6% |
| Q4 2019 | $374,000 | -12.0% | 1,746 | -20.8% | 0.04% | -24.1% |
| Q3 2019 | $425,000 | -33.7% | 2,204 | -30.9% | 0.06% | -37.6% |
| Q2 2019 | $641,000 | +457.4% | 3,190 | +416.2% | 0.09% | +200.0% |
| Q1 2018 | $115,000 | -26.3% | 618 | -24.9% | 0.03% | -24.4% |
| Q4 2017 | $156,000 | – | 823 | – | 0.04% | – |
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% |