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 | $309,988 | -10.6% | 1,181 | -7.8% | 0.16% | -17.7% |
| Q1 2024 | $346,790 | +7.0% | 1,281 | -0.3% | 0.19% | -4.5% |
| Q4 2023 | $324,194 | +13.0% | 1,285 | +0.4% | 0.20% | -2.9% |
| Q3 2023 | $286,866 | +22.6% | 1,280 | +12.9% | 0.21% | -8.8% |
| Q2 2022 | $234,000 | -27.8% | 1,134 | -10.4% | 0.23% | -17.2% |
| Q1 2022 | $324,000 | -25.0% | 1,265 | -14.2% | 0.27% | -23.7% |
| Q4 2021 | $432,000 | 0.0% | 1,474 | +0.2% | 0.36% | -13.5% |
| Q3 2021 | $432,000 | -7.9% | 1,471 | -2.3% | 0.42% | 0.0% |
| Q2 2021 | $469,000 | -7.7% | 1,506 | -10.8% | 0.42% | -9.6% |
| Q1 2021 | $508,000 | +5.0% | 1,689 | 0.0% | 0.46% | -11.6% |
| Q4 2020 | $484,000 | – | 1,689 | – | 0.52% | – |
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% |