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 | $1,768,786 | -6.1% | 6,737 | -3.2% | 0.53% | -8.8% |
| Q1 2024 | $1,884,573 | -1.7% | 6,959 | -8.4% | 0.58% | -6.5% |
| Q4 2023 | $1,917,155 | +2.5% | 7,601 | -8.9% | 0.62% | -5.9% |
| Q3 2023 | $1,870,146 | -10.9% | 8,343 | -3.6% | 0.66% | -8.9% |
| Q2 2023 | $2,099,341 | +8.8% | 8,651 | +1.7% | 0.72% | +3.1% |
| Q1 2023 | $1,929,603 | +5.9% | 8,507 | +0.2% | 0.70% | -0.7% |
| Q4 2022 | $1,821,482 | +2.4% | 8,491 | -1.4% | 0.71% | +0.4% |
| Q3 2022 | $1,779,000 | +13.8% | 8,611 | +13.6% | 0.70% | +17.8% |
| Q2 2022 | $1,563,000 | -14.3% | 7,577 | +6.3% | 0.60% | -5.2% |
| Q1 2022 | $1,823,000 | -31.7% | 7,127 | -21.8% | 0.63% | -28.9% |
| Q4 2021 | $2,670,000 | -5.5% | 9,112 | -5.3% | 0.89% | -10.4% |
| Q3 2021 | $2,825,000 | -13.8% | 9,621 | -7.8% | 0.99% | -14.0% |
| Q2 2021 | $3,277,000 | +0.5% | 10,433 | -3.8% | 1.15% | -6.6% |
| Q1 2021 | $3,262,000 | – | 10,847 | – | 1.23% | – |
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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% |