ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 635 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,486,397 | -2.3% | 9,470 | +0.8% | 0.23% | -6.9% |
| Q1 2024 | $2,544,141 | +4.4% | 9,395 | -2.7% | 0.25% | -2.0% |
| Q4 2023 | $2,436,169 | +13.2% | 9,658 | +0.8% | 0.25% | +4.6% |
| Q3 2023 | $2,152,586 | -6.6% | 9,583 | +0.9% | 0.24% | -4.0% |
| Q2 2023 | $2,303,548 | +23.4% | 9,493 | +15.4% | 0.25% | +17.3% |
| Q1 2023 | $1,866,480 | +6.4% | 8,229 | +0.7% | 0.21% | -7.0% |
| Q4 2022 | $1,753,895 | +7.3% | 8,175 | +3.3% | 0.23% | -2.5% |
| Q3 2022 | $1,634,000 | -2.3% | 7,911 | -2.4% | 0.24% | +3.1% |
| Q2 2022 | $1,672,000 | -13.3% | 8,104 | +7.4% | 0.23% | -96.0% |
| Q1 2022 | $1,929,000 | -14.7% | 7,544 | -2.3% | 5.75% | +2238.2% |
| Q4 2021 | $2,262,000 | +5.9% | 7,719 | +6.1% | 0.25% | -16.0% |
| Q3 2021 | $2,136,000 | +5.1% | 7,277 | -28.1% | 0.29% | -46.3% |
| Q2 2019 | $2,032,000 | -17.8% | 10,118 | -12.0% | 0.55% | -36.1% |
| Q3 2018 | $2,472,000 | +90.6% | 11,494 | +65.4% | 0.85% | +73.9% |
| Q4 2017 | $1,297,000 | +1.0% | 6,949 | -3.1% | 0.49% | -1.6% |
| Q3 2017 | $1,284,000 | +4.4% | 7,175 | -1.6% | 0.50% | +4.0% |
| Q2 2017 | $1,230,000 | +9.4% | 7,293 | +4.9% | 0.48% | +4.3% |
| Q1 2017 | $1,124,000 | +21.1% | 6,954 | +15.3% | 0.46% | -4.6% |
| Q4 2016 | $928,000 | +3.2% | 6,029 | -0.1% | 0.48% | -16.6% |
| Q3 2016 | $899,000 | -37.0% | 6,037 | -42.0% | 0.58% | -46.4% |
| Q2 2016 | $1,428,000 | +35.1% | 10,410 | +30.6% | 1.08% | +13.6% |
| Q1 2016 | $1,057,000 | – | 7,970 | – | 0.95% | – |
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% |