ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 647 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $372,070 | -3.7% | 1,417 | -0.7% | 0.02% | -9.5% |
| Q1 2024 | $386,487 | +12.1% | 1,427 | +4.4% | 0.02% | +10.5% |
| Q4 2023 | $344,827 | +9.2% | 1,367 | -3.0% | 0.02% | -5.0% |
| Q3 2023 | $315,892 | -6.1% | 1,409 | +1.7% | 0.02% | -4.8% |
| Q2 2023 | $336,312 | +8.6% | 1,386 | +1.5% | 0.02% | +5.0% |
| Q1 2023 | $309,615 | +5.1% | 1,365 | -0.6% | 0.02% | -4.8% |
| Q4 2022 | $294,536 | +98078.7% | 1,373 | -5.4% | 0.02% | -8.7% |
| Q3 2022 | $300 | +0.7% | 1,452 | +0.6% | 0.02% | -4.2% |
| Q2 2022 | $298 | -26.4% | 1,444 | -8.8% | 0.02% | -11.1% |
| Q1 2022 | $405 | -21.5% | 1,583 | -10.0% | 0.03% | -32.5% |
| Q4 2021 | $516 | +4.5% | 1,759 | +4.6% | 0.04% | -16.7% |
| Q3 2021 | $494 | -0.4% | 1,682 | +5.8% | 0.05% | -18.6% |
| Q2 2021 | $496 | +5.3% | 1,590 | +1.5% | 0.06% | -19.2% |
| Q1 2021 | $471 | +89.2% | 1,566 | +80.6% | 0.07% | +46.0% |
| Q4 2020 | $249 | -99.9% | 867 | -22.5% | 0.05% | -15.3% |
| Q2 2020 | $231,000 | -24.8% | 1,118 | -42.4% | 0.06% | -25.3% |
| Q1 2020 | $307,000 | -34.1% | 1,942 | -10.7% | 0.08% | -30.7% |
| Q4 2019 | $466,000 | +11.0% | 2,175 | -0.3% | 0.11% | +6.5% |
| Q3 2019 | $420,000 | -5.6% | 2,181 | -1.4% | 0.11% | -21.3% |
| Q2 2019 | $445,000 | -3.9% | 2,212 | -6.1% | 0.14% | -20.0% |
| Q1 2019 | $463,000 | +14.9% | 2,356 | -1.9% | 0.17% | -27.7% |
| Q4 2018 | $403,000 | – | 2,402 | – | 0.24% | – |
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% |