ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 619 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $317,924 | +16.5% | 1,211 | +20.1% | 0.00% | – |
| Q1 2024 | $272,966 | +26.6% | 1,008 | +17.9% | 0.00% | – |
| Q4 2023 | $215,648 | +12.5% | 855 | 0.0% | 0.00% | – |
| Q3 2023 | $191,648 | -7.6% | 855 | 0.0% | 0.00% | – |
| Q2 2023 | $207,474 | +7.0% | 855 | 0.0% | 0.00% | – |
| Q1 2023 | $193,931 | +5.7% | 855 | 0.0% | 0.00% | – |
| Q4 2022 | $183,414 | +3.6% | 855 | 0.0% | 0.00% | – |
| Q3 2022 | $177,000 | +0.6% | 855 | 0.0% | 0.00% | – |
| Q2 2022 | $176,000 | -18.5% | 855 | 0.0% | 0.00% | – |
| Q1 2022 | $216,000 | -15.6% | 855 | 0.0% | 0.00% | – |
| Q4 2021 | $256,000 | +85.5% | 855 | +87.9% | 0.00% | – |
| Q3 2021 | $138,000 | -2.8% | 455 | 0.0% | 0.00% | – |
| Q2 2021 | $142,000 | +4.4% | 455 | 0.0% | 0.00% | – |
| Q1 2021 | $136,000 | +3.8% | 455 | 0.0% | 0.00% | – |
| Q4 2020 | $131,000 | +29.7% | 455 | 0.0% | 0.00% | – |
| Q3 2020 | $101,000 | -2.9% | 455 | -9.4% | 0.00% | – |
| Q2 2020 | $104,000 | +30.0% | 502 | 0.0% | 0.00% | – |
| Q1 2020 | $80,000 | -25.2% | 502 | 0.0% | 0.00% | – |
| Q4 2019 | $107,000 | +10.3% | 502 | 0.0% | 0.00% | – |
| Q3 2019 | $97,000 | – | 502 | – | 0.00% | – |
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% |