ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 910 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,073,803 | -3.5% | 45,990 | -0.5% | 1.62% | -3.5% |
| Q1 2024 | $12,511,004 | +6.3% | 46,200 | -1.0% | 1.68% | +1.9% |
| Q4 2023 | $11,765,344 | +12.9% | 46,647 | +0.3% | 1.65% | +3.8% |
| Q3 2023 | $10,422,998 | -9.5% | 46,500 | -2.1% | 1.59% | -5.0% |
| Q2 2023 | $11,521,765 | +7.2% | 47,481 | +0.2% | 1.68% | +0.8% |
| Q1 2023 | $10,747,431 | +4.9% | 47,383 | -0.8% | 1.66% | -0.5% |
| Q4 2022 | $10,249,778 | +4.2% | 47,780 | +0.3% | 1.67% | -7.8% |
| Q3 2022 | $9,840,000 | +0.5% | 47,631 | +0.3% | 1.81% | +20.6% |
| Q2 2022 | $9,793,000 | -8.7% | 47,469 | +13.1% | 1.50% | +3.8% |
| Q1 2022 | $10,732,000 | -10.3% | 41,961 | +2.8% | 1.45% | -7.6% |
| Q4 2021 | $11,965,000 | – | 40,829 | – | 1.57% | – |
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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% |