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 | $4,875,834 | -5.3% | 18,572 | -2.3% | 0.06% | -12.3% |
| Q1 2024 | $5,149,123 | +25.9% | 19,014 | +17.3% | 0.06% | +10.2% |
| Q4 2023 | $4,089,113 | +11.2% | 16,212 | -1.1% | 0.06% | 0.0% |
| Q3 2023 | $3,675,945 | -9.3% | 16,399 | -1.8% | 0.06% | -9.2% |
| Q2 2023 | $4,053,025 | +28.3% | 16,702 | +19.9% | 0.06% | +18.2% |
| Q1 2023 | $3,159,032 | +17.7% | 13,927 | +11.3% | 0.06% | +12.2% |
| Q4 2022 | $2,684,822 | +13.8% | 12,515 | +9.6% | 0.05% | -2.0% |
| Q3 2022 | $2,359,000 | +16.8% | 11,420 | +16.7% | 0.05% | +22.0% |
| Q2 2022 | $2,019,000 | -1.0% | 9,784 | +22.6% | 0.04% | +7.9% |
| Q1 2022 | $2,040,000 | +39.5% | 7,978 | +59.9% | 0.04% | +31.0% |
| Q4 2021 | $1,462,000 | – | 4,988 | – | 0.03% | – |
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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% |