ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 833 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $41,262,000 | -19.3% | 200,000 | 0.0% | 0.10% | +12.6% |
| Q1 2022 | $51,150,000 | -28.6% | 200,000 | -20.0% | 0.09% | -42.8% |
| Q4 2020 | $71,675,000 | -55.8% | 250,000 | -70.6% | 0.15% | -81.8% |
| Q1 2018 | $161,985,000 | +2.1% | 850,000 | 0.0% | 0.84% | +15.5% |
| Q4 2017 | $158,695,000 | +1039.4% | 850,000 | +750.0% | 0.72% | +919.7% |
| Q4 2015 | $13,928,000 | +291.5% | 100,000 | +281.7% | 0.07% | +373.3% |
| Q1 2014 | $3,558,000 | +368.2% | 26,198 | +365.8% | 0.02% | +400.0% |
| Q4 2013 | $760,000 | +91.0% | 5,624 | +76.9% | 0.00% | +50.0% |
| Q3 2013 | $398,000 | – | 3,180 | – | 0.00% | – |
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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% |