ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 619 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $921,743 | +15.9% | 3,511 | +19.5% | 0.12% | +8.2% |
| Q1 2024 | $795,340 | -79.0% | 2,937 | -80.4% | 0.11% | -81.5% |
| Q4 2023 | $3,782,291 | +19.4% | 14,996 | +6.8% | 0.60% | +4.6% |
| Q3 2023 | $3,168,999 | +2.8% | 14,042 | +10.5% | 0.57% | +5.2% |
| Q2 2023 | $3,083,481 | +16.5% | 12,707 | +8.9% | 0.54% | +9.7% |
| Q1 2023 | $2,646,989 | +19.4% | 11,670 | +12.9% | 0.49% | +7.9% |
| Q4 2022 | $2,216,635 | +694.5% | 10,333 | +848.0% | 0.46% | +816.0% |
| Q1 2022 | $279,000 | -92.9% | 1,090 | -91.9% | 0.05% | -92.8% |
| Q4 2021 | $3,939,000 | +3.1% | 13,440 | +3.3% | 0.69% | -25.5% |
| Q3 2021 | $3,819,000 | -3.2% | 13,009 | +3.5% | 0.93% | -7.8% |
| Q2 2021 | $3,947,000 | -5.1% | 12,568 | -9.2% | 1.00% | -12.6% |
| Q1 2021 | $4,161,000 | +8.6% | 13,837 | +3.6% | 1.15% | +4.0% |
| Q4 2020 | $3,831,000 | +28.9% | 13,361 | -0.4% | 1.11% | +10.7% |
| Q3 2020 | $2,973,000 | +8.9% | 13,421 | +1.6% | 1.00% | -1.3% |
| Q2 2020 | $2,731,000 | +23.1% | 13,206 | -5.8% | 1.01% | +0.2% |
| Q1 2020 | $2,218,000 | -21.8% | 14,024 | +5.9% | 1.01% | -7.1% |
| Q4 2019 | $2,837,000 | +12.3% | 13,245 | +1.0% | 1.09% | -5.5% |
| Q3 2019 | $2,527,000 | -16.1% | 13,112 | -12.6% | 1.15% | -35.2% |
| Q2 2019 | $3,013,000 | +0.8% | 14,998 | -1.3% | 1.78% | -13.6% |
| Q1 2019 | $2,988,000 | – | 15,195 | – | 2.05% | – |
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% |