ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $351,790 | -3.1% | 1,340 | 0.0% | 0.08% | -7.1% |
| Q1 2024 | $362,872 | +7.4% | 1,340 | 0.0% | 0.08% | -2.3% |
| Q4 2023 | $337,975 | +12.5% | 1,340 | 0.0% | 0.09% | +4.9% |
| Q3 2023 | $300,361 | -7.6% | 1,340 | 0.0% | 0.08% | -4.7% |
| Q2 2023 | $325,164 | +7.0% | 1,340 | 0.0% | 0.09% | +2.4% |
| Q1 2023 | $303,939 | +105802.1% | 1,340 | 0.0% | 0.08% | +3.7% |
| Q4 2022 | $287 | -99.9% | 1,340 | 0.0% | 0.08% | -5.8% |
| Q3 2022 | $277,000 | +0.4% | 1,340 | 0.0% | 0.09% | +8.9% |
| Q2 2022 | $276,000 | -8.3% | 1,340 | 0.0% | 0.08% | -34.7% |
| Q1 2022 | $301,000 | -23.4% | 1,340 | 0.0% | 0.12% | -18.8% |
| Q4 2021 | $393,000 | 0.0% | 1,340 | 0.0% | 0.15% | +33.0% |
| Q3 2021 | $393,000 | -6.0% | 1,340 | 0.0% | 0.11% | -6.7% |
| Q2 2021 | $418,000 | +3.7% | 1,340 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $403,000 | +4.9% | 1,340 | 0.0% | 0.12% | -3.2% |
| Q4 2020 | $384,000 | – | 1,340 | – | 0.13% | – |
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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% |