ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $432,000 | +3.8% | 1,386 | 0.0% | 0.07% | -5.3% |
| Q1 2021 | $416,000 | +4.5% | 1,386 | -0.4% | 0.08% | -9.5% |
| Q4 2020 | $398,000 | +27.6% | 1,391 | -1.3% | 0.08% | +5.0% |
| Q3 2020 | $312,000 | +43.1% | 1,410 | +2.0% | 0.08% | -10.1% |
| Q1 2020 | $218,000 | -54.6% | 1,382 | -38.4% | 0.09% | -27.0% |
| Q4 2019 | $480,000 | +11.1% | 2,243 | -0.0% | 0.12% | +1.7% |
| Q3 2019 | $432,000 | -9.2% | 2,244 | -5.4% | 0.12% | -14.9% |
| Q2 2019 | $476,000 | +1.7% | 2,371 | -0.5% | 0.14% | -5.4% |
| Q1 2019 | $468,000 | +8.6% | 2,383 | -7.3% | 0.15% | -14.9% |
| Q4 2018 | $431,000 | -22.3% | 2,571 | -0.4% | 0.18% | +1.2% |
| Q3 2018 | $555,000 | -4.5% | 2,581 | -9.3% | 0.17% | -9.9% |
| Q2 2018 | $581,000 | +2.3% | 2,845 | -4.7% | 0.19% | -7.2% |
| Q1 2018 | $568,000 | -67.8% | 2,985 | -68.4% | 0.21% | -67.3% |
| Q4 2017 | $1,763,000 | +8.6% | 9,445 | +4.1% | 0.63% | -2.0% |
| Q3 2017 | $1,623,000 | +109.7% | 9,073 | +97.7% | 0.65% | +97.0% |
| Q2 2017 | $774,000 | +30.3% | 4,589 | +24.8% | 0.33% | +14.3% |
| Q1 2017 | $594,000 | +39.4% | 3,676 | +32.6% | 0.29% | +21.6% |
| Q4 2016 | $426,000 | – | 2,772 | – | 0.24% | – |
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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% |