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 | $592,620 | -2.6% | 2,257 | +0.4% | 0.20% | -3.4% |
| Q1 2024 | $608,488 | +7.4% | 2,247 | 0.0% | 0.21% | -2.8% |
| Q4 2023 | $566,738 | +12.5% | 2,247 | 0.0% | 0.21% | -0.5% |
| Q3 2023 | $503,665 | -7.6% | 2,247 | 0.0% | 0.21% | -4.0% |
| Q2 2023 | $545,257 | +18.3% | 2,247 | +10.6% | 0.22% | +10.9% |
| Q1 2023 | $460,898 | +5.7% | 2,032 | 0.0% | 0.20% | -0.5% |
| Q4 2022 | $435,905 | -2.9% | 2,032 | -6.5% | 0.20% | -12.9% |
| Q3 2022 | $449,127 | +0.1% | 2,174 | 0.0% | 0.23% | +3.6% |
| Q2 2022 | $448,518 | -19.3% | 2,174 | 0.0% | 0.22% | -6.7% |
| Q1 2022 | $556,001 | -14.8% | 2,174 | -2.4% | 0.24% | -8.4% |
| Q4 2021 | $652,622 | – | 2,227 | – | 0.26% | – |
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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% |