ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 900 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,158 | -3.0% | 1,259 | 0.0% | 0.26% | -4.5% |
| Q1 2024 | $338,293 | +6.5% | 1,259 | 0.0% | 0.27% | +2.3% |
| Q4 2023 | $317,545 | +12.5% | 1,259 | 0.0% | 0.26% | +10.1% |
| Q3 2023 | $282,205 | -7.6% | 1,259 | 0.0% | 0.24% | -2.9% |
| Q2 2023 | $305,509 | +7.0% | 1,259 | 0.0% | 0.24% | +3.4% |
| Q1 2023 | $285,566 | +5.7% | 1,259 | 0.0% | 0.24% | +2.6% |
| Q4 2022 | $270,081 | -1.1% | 1,259 | -5.0% | 0.23% | -7.2% |
| Q3 2022 | $273,000 | 0.0% | 1,325 | 0.0% | 0.25% | +6.0% |
| Q2 2022 | $273,000 | -21.3% | 1,325 | -1.4% | 0.24% | -16.7% |
| Q1 2022 | $347,000 | -12.4% | 1,344 | -0.7% | 0.28% | -12.1% |
| Q4 2021 | $396,000 | – | 1,354 | – | 0.32% | – |
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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% |