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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $4,044,348 | +487.3% | 16,035 | +465.0% | 0.46% | +447.1% |
Q2 2023 | $688,669 | -35.6% | 2,838 | -43.1% | 0.08% | -46.5% |
Q4 2022 | $1,070,026 | +59.7% | 4,988 | +53.7% | 0.16% | +55.9% |
Q3 2022 | $670,000 | -52.7% | 3,245 | -52.7% | 0.10% | -50.5% |
Q2 2022 | $1,415,000 | -49.7% | 6,859 | -28.6% | 0.21% | -13.4% |
Q4 2021 | $2,815,000 | +982.7% | 9,605 | +984.1% | 0.24% | +934.8% |
Q3 2021 | $260,000 | -54.5% | 886 | -55.5% | 0.02% | -54.0% |
Q4 2020 | $571,000 | +12.2% | 1,990 | -38.2% | 0.05% | -3.8% |
Q1 2020 | $509,000 | -91.2% | 3,219 | -88.1% | 0.05% | -87.8% |
Q4 2019 | $5,804,000 | +590.1% | 27,095 | +521.2% | 0.43% | +576.2% |
Q3 2019 | $841,000 | -91.5% | 4,362 | -92.6% | 0.06% | -91.1% |
Q4 2018 | $9,882,000 | +185.0% | 58,824 | +216.8% | 0.71% | +330.9% |
Q4 2017 | $3,467,000 | +879.4% | 18,569 | +839.7% | 0.16% | +1078.6% |
Q3 2017 | $354,000 | -84.4% | 1,976 | -86.6% | 0.01% | -81.1% |
Q4 2016 | $2,276,000 | +567.4% | 14,787 | +546.0% | 0.07% | +722.2% |
Q3 2016 | $341,000 | -93.9% | 2,289 | -94.3% | 0.01% | -93.2% |
Q4 2015 | $5,573,000 | +201.4% | 40,013 | +189.9% | 0.13% | +202.3% |
Q3 2015 | $1,849,000 | -56.4% | 13,800 | -53.6% | 0.04% | -56.4% |
Q4 2014 | $4,237,000 | – | 29,756 | – | 0.10% | – |
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% |