ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 835 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $220,945 | +54.5% | 876 | +26.4% | 0.00% | – |
Q3 2022 | $143,000 | -92.3% | 693 | -88.4% | 0.00% | -100.0% |
Q2 2021 | $1,861,000 | -53.7% | 5,971 | -57.4% | 0.00% | -50.0% |
Q4 2020 | $4,023,000 | +14.9% | 14,032 | -11.2% | 0.00% | 0.0% |
Q3 2020 | $3,501,000 | +20.6% | 15,805 | +12.6% | 0.00% | 0.0% |
Q2 2020 | $2,903,000 | -72.4% | 14,032 | -78.9% | 0.00% | -77.8% |
Q1 2020 | $10,523,000 | +1038.9% | 66,529 | +1441.8% | 0.01% | +800.0% |
Q4 2019 | $924,000 | -55.9% | 4,315 | -60.3% | 0.00% | -50.0% |
Q3 2019 | $2,096,000 | -55.2% | 10,876 | -53.3% | 0.00% | -50.0% |
Q2 2019 | $4,677,000 | -69.6% | 23,286 | -70.2% | 0.00% | -71.4% |
Q1 2019 | $15,390,000 | +3.5% | 78,257 | -11.6% | 0.01% | -12.5% |
Q4 2018 | $14,871,000 | -40.6% | 88,517 | -24.0% | 0.02% | -27.3% |
Q3 2018 | $25,050,000 | -42.4% | 116,470 | -45.3% | 0.02% | -48.8% |
Q2 2018 | $43,512,000 | +83.7% | 212,949 | +71.4% | 0.04% | +95.5% |
Q1 2018 | $23,683,000 | -47.1% | 124,274 | -48.2% | 0.02% | -45.0% |
Q4 2017 | $44,789,000 | +4995.4% | 239,898 | +4783.9% | 0.04% | +3900.0% |
Q3 2017 | $879,000 | -69.0% | 4,912 | -72.0% | 0.00% | -66.7% |
Q1 2017 | $2,837,000 | -82.5% | 17,548 | -83.3% | 0.00% | -81.2% |
Q4 2016 | $16,210,000 | -7.0% | 105,300 | -10.1% | 0.02% | -5.9% |
Q3 2016 | $17,439,000 | +86.4% | 117,119 | +71.7% | 0.02% | +70.0% |
Q2 2016 | $9,356,000 | -11.2% | 68,201 | -14.1% | 0.01% | -23.1% |
Q1 2016 | $10,533,000 | -44.2% | 79,432 | -41.4% | 0.01% | -40.9% |
Q4 2015 | $18,878,000 | -58.0% | 135,537 | -59.6% | 0.02% | -59.3% |
Q3 2015 | $44,953,000 | -18.8% | 335,546 | -6.3% | 0.05% | 0.0% |
Q2 2015 | $55,334,000 | +1269.7% | 357,961 | +1242.8% | 0.05% | +1250.0% |
Q1 2015 | $4,040,000 | -7.4% | 26,658 | -13.0% | 0.00% | 0.0% |
Q4 2014 | $4,365,000 | -27.0% | 30,655 | -33.5% | 0.00% | -20.0% |
Q3 2014 | $5,978,000 | +28.3% | 46,091 | +36.9% | 0.01% | +25.0% |
Q2 2014 | $4,660,000 | -1.1% | 33,666 | -2.8% | 0.00% | -20.0% |
Q1 2014 | $4,714,000 | +16.2% | 34,645 | +15.7% | 0.01% | +25.0% |
Q4 2013 | $4,058,000 | +10.0% | 29,947 | +2.2% | 0.00% | 0.0% |
Q3 2013 | $3,689,000 | +19.0% | 29,316 | +5.5% | 0.00% | +33.3% |
Q2 2013 | $3,100,000 | -55.0% | 27,796 | -56.6% | 0.00% | -57.1% |
Q1 2013 | $6,891,000 | – | 64,021 | – | 0.01% | – |
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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% |