ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 835 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,059,002 | -14.2% | 4,034 | -11.5% | 0.10% | -13.9% |
| Q1 2024 | $1,234,532 | +6.9% | 4,559 | -0.4% | 0.12% | 0.0% |
| Q4 2023 | $1,154,873 | +12.8% | 4,579 | +0.2% | 0.12% | 0.0% |
| Q3 2023 | $1,024,104 | -23.9% | 4,569 | -17.7% | 0.12% | -19.6% |
| Q2 2023 | $1,346,480 | -0.2% | 5,549 | -6.7% | 0.14% | -9.5% |
| Q1 2023 | $1,348,928 | -11.6% | 5,947 | -16.4% | 0.16% | -16.0% |
| Q4 2022 | $1,525,175 | +25.6% | 7,110 | +21.0% | 0.19% | -8.3% |
| Q3 2022 | $1,214,000 | -4.9% | 5,877 | -5.1% | 0.20% | -2.8% |
| Q2 2022 | $1,277,000 | -36.1% | 6,192 | -20.8% | 0.21% | -31.7% |
| Q1 2022 | $1,999,000 | -13.0% | 7,817 | -0.3% | 0.31% | -11.7% |
| Q4 2021 | $2,297,000 | +229600.0% | 7,838 | +97875.0% | 0.35% | – |
| Q1 2020 | $1,000 | -50.0% | 8 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 8 | – | 0.00% | – |
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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% |