ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 821 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,818 | -13.9% | 903 | -3.0% | 0.05% | -11.5% |
| Q1 2022 | $238,000 | -12.8% | 931 | 0.0% | 0.05% | -16.1% |
| Q4 2021 | $273,000 | 0.0% | 931 | 0.0% | 0.06% | -10.1% |
| Q3 2021 | $273,000 | -5.9% | 931 | 0.0% | 0.07% | -8.0% |
| Q2 2021 | $290,000 | +2.5% | 931 | -1.1% | 0.08% | -7.4% |
| Q1 2021 | $283,000 | +4.8% | 941 | 0.0% | 0.08% | -9.0% |
| Q4 2020 | $270,000 | – | 941 | – | 0.09% | – |
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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% |