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 2024 | $281,552 | -79.7% | 1,072 | -79.1% | 0.01% | -60.0% |
| Q1 2024 | $1,389,991 | +7.1% | 5,133 | -3.9% | 0.02% | -41.9% |
| Q4 2023 | $1,297,349 | +27.9% | 5,340 | +18.0% | 0.04% | +10.3% |
| Q3 2023 | $1,014,093 | -6.7% | 4,524 | +1.0% | 0.04% | -2.5% |
| Q2 2023 | $1,086,937 | -4.9% | 4,479 | -11.1% | 0.04% | -9.1% |
| Q1 2023 | $1,142,735 | +98326.8% | 5,038 | -6.9% | 0.04% | -32.3% |
| Q4 2022 | $1,161 | -99.9% | 5,413 | -2.7% | 0.06% | -7.1% |
| Q3 2022 | $1,150,000 | +225.8% | 5,566 | +225.3% | 0.07% | +366.7% |
| Q2 2022 | $353,000 | -26.3% | 1,711 | -8.7% | 0.02% | +15.4% |
| Q1 2022 | $479,000 | -72.1% | 1,874 | -68.0% | 0.01% | -65.8% |
| Q4 2021 | $1,715,000 | +0.9% | 5,851 | +1.1% | 0.04% | -15.6% |
| Q3 2021 | $1,699,000 | -3.2% | 5,787 | +2.8% | 0.04% | -4.3% |
| Q2 2021 | $1,755,000 | +2.6% | 5,631 | -0.9% | 0.05% | +2.2% |
| Q1 2021 | $1,711,000 | – | 5,684 | – | 0.05% | – |
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% |