ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $327,000 | -30.3% | 1,477 | -34.8% | 0.11% | -35.1% |
| Q2 2020 | $469,000 | -2.5% | 2,267 | -25.5% | 0.17% | -23.3% |
| Q1 2020 | $481,000 | -52.1% | 3,042 | -35.1% | 0.22% | -44.2% |
| Q4 2019 | $1,005,000 | +14.2% | 4,690 | +2.7% | 0.40% | -4.1% |
| Q3 2019 | $880,000 | -16.1% | 4,565 | -12.5% | 0.42% | -14.0% |
| Q2 2019 | $1,049,000 | +1.0% | 5,220 | -1.2% | 0.48% | +0.6% |
| Q1 2019 | $1,039,000 | +10.8% | 5,283 | -5.4% | 0.48% | +4.3% |
| Q4 2018 | $938,000 | -21.9% | 5,584 | +0.0% | 0.46% | -26.9% |
| Q3 2018 | $1,201,000 | +0.7% | 5,583 | -4.4% | 0.63% | +3.6% |
| Q2 2018 | $1,193,000 | +5.0% | 5,837 | -2.1% | 0.61% | +1.2% |
| Q1 2018 | $1,136,000 | -0.3% | 5,962 | -2.3% | 0.60% | +6.3% |
| Q4 2017 | $1,139,000 | +4.3% | 6,102 | 0.0% | 0.57% | -0.2% |
| Q3 2017 | $1,092,000 | +2.8% | 6,102 | -3.1% | 0.57% | +5.2% |
| Q2 2017 | $1,062,000 | -2.2% | 6,294 | -6.3% | 0.54% | -24.8% |
| Q1 2017 | $1,086,000 | -100.0% | 6,716 | -72.9% | 0.72% | -79.0% |
| Q4 2015 | $3,446,000,000 | – | 24,741 | – | 3.41% | – |
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% |