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 | $119,714 | -3.1% | 456 | 0.0% | 0.03% | -10.3% |
| Q1 2024 | $123,485 | +7.4% | 456 | 0.0% | 0.03% | -3.3% |
| Q4 2023 | $115,012 | -15.6% | 456 | -25.0% | 0.03% | -23.1% |
| Q3 2023 | $136,283 | -7.9% | 608 | -0.3% | 0.04% | -4.9% |
| Q2 2023 | $148,023 | +7.0% | 610 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $138,360 | +5.7% | 610 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $130,857 | +3.9% | 610 | 0.0% | 0.04% | +2.5% |
| Q3 2022 | $126,000 | 0.0% | 610 | 0.0% | 0.04% | -9.1% |
| Q2 2022 | $126,000 | -19.2% | 610 | 0.0% | 0.04% | -2.2% |
| Q1 2022 | $156,000 | -12.8% | 610 | 0.0% | 0.04% | -11.8% |
| Q4 2021 | $179,000 | -6.8% | 610 | -6.9% | 0.05% | -16.4% |
| Q3 2021 | $192,000 | +1.1% | 655 | +7.4% | 0.06% | +1.7% |
| Q2 2021 | $190,000 | +3.8% | 610 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $183,000 | +4.6% | 610 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $175,000 | +29.6% | 610 | 0.0% | 0.06% | +10.2% |
| Q3 2020 | $135,000 | +7.1% | 610 | 0.0% | 0.06% | -9.2% |
| Q2 2020 | $126,000 | +31.2% | 610 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $96,000 | -95.2% | 610 | -93.5% | 0.06% | -94.1% |
| Q4 2019 | $2,008,000 | +11.1% | 9,374 | 0.0% | 1.09% | -3.4% |
| Q3 2019 | $1,807,000 | -4.0% | 9,374 | 0.0% | 1.13% | -10.8% |
| Q2 2019 | $1,883,000 | +2.2% | 9,374 | 0.0% | 1.27% | -4.9% |
| Q1 2019 | $1,843,000 | -30.1% | 9,374 | -40.2% | 1.34% | -43.7% |
| Q4 2018 | $2,636,000 | -75.7% | 15,688 | -68.9% | 2.37% | -65.4% |
| Q3 2018 | $10,853,000 | +10.0% | 50,461 | +4.5% | 6.85% | +5.4% |
| Q2 2018 | $9,865,000 | +14.1% | 48,278 | +6.4% | 6.50% | +12.7% |
| Q1 2018 | $8,644,000 | +4.6% | 45,356 | +2.5% | 5.76% | -0.7% |
| Q4 2017 | $8,262,000 | – | 44,254 | – | 5.81% | – |
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% |