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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,839,904 | -4.3% | 18,436 | -1.3% | 0.62% | -4.2% |
| Q1 2024 | $5,058,699 | +3.8% | 18,680 | -3.3% | 0.65% | -1.7% |
| Q4 2023 | $4,871,258 | +19.0% | 19,314 | +5.7% | 0.66% | +6.8% |
| Q3 2023 | $4,094,694 | -8.7% | 18,268 | -1.2% | 0.62% | -4.5% |
| Q2 2023 | $4,485,000 | -2.8% | 18,483 | -9.2% | 0.65% | -9.6% |
| Q1 2023 | $4,615,809 | +5.5% | 20,350 | -0.2% | 0.72% | -0.1% |
| Q4 2022 | $4,373,484 | +0.3% | 20,387 | -3.4% | 0.72% | -7.2% |
| Q3 2022 | $4,361,000 | +6.8% | 21,110 | +6.7% | 0.77% | +10.6% |
| Q2 2022 | $4,082,000 | -18.2% | 19,785 | +1.4% | 0.70% | -8.3% |
| Q1 2022 | $4,990,000 | -3.8% | 19,512 | +10.2% | 0.76% | -2.3% |
| Q4 2021 | $5,187,000 | +22.5% | 17,700 | +22.7% | 0.78% | +13.4% |
| Q3 2021 | $4,235,000 | -5.6% | 14,424 | +0.3% | 0.69% | -4.4% |
| Q2 2021 | $4,484,000 | +2.9% | 14,386 | -0.7% | 0.72% | -2.8% |
| Q1 2021 | $4,359,000 | -8.7% | 14,493 | -13.0% | 0.74% | -15.1% |
| Q4 2020 | $4,776,000 | – | 16,659 | – | 0.87% | – |
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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% |