ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,419,000 | +5.7% | 11,291 | -4.9% | 0.63% | +3.3% |
| Q3 2019 | $2,289,000 | -5.8% | 11,876 | -1.8% | 0.61% | -11.0% |
| Q2 2019 | $2,429,000 | +1.1% | 12,091 | -1.0% | 0.69% | -1.6% |
| Q1 2019 | $2,403,000 | +16.8% | 12,218 | -0.2% | 0.70% | +7.7% |
| Q4 2018 | $2,058,000 | -22.9% | 12,248 | -1.3% | 0.65% | -12.5% |
| Q3 2018 | $2,670,000 | +3.4% | 12,413 | -1.8% | 0.74% | -5.1% |
| Q2 2018 | $2,582,000 | +6.9% | 12,635 | -0.3% | 0.78% | +5.8% |
| Q1 2018 | $2,415,000 | -1.5% | 12,673 | -3.5% | 0.74% | +2.9% |
| Q4 2017 | $2,451,000 | +4.3% | 13,128 | 0.0% | 0.72% | +2.1% |
| Q3 2017 | $2,349,000 | +2.4% | 13,128 | -3.5% | 0.70% | -0.6% |
| Q2 2017 | $2,295,000 | +2.8% | 13,598 | -1.6% | 0.71% | -0.4% |
| Q1 2017 | $2,233,000 | +4.8% | 13,813 | -0.2% | 0.71% | +1.1% |
| Q4 2016 | $2,131,000 | +1.0% | 13,842 | -2.3% | 0.70% | +3.5% |
| Q3 2016 | $2,109,000 | +5.6% | 14,162 | -2.8% | 0.68% | +5.4% |
| Q2 2016 | $1,998,000 | +2.0% | 14,567 | -1.4% | 0.64% | -7.5% |
| Q1 2016 | $1,959,000 | -5.2% | 14,775 | -0.4% | 0.70% | -5.4% |
| Q4 2015 | $2,067,000 | +1.4% | 14,840 | -2.5% | 0.74% | +2.8% |
| Q3 2015 | $2,038,000 | -19.6% | 15,215 | -7.2% | 0.72% | -8.6% |
| Q2 2015 | $2,535,000 | +1.8% | 16,398 | -0.2% | 0.78% | +7.1% |
| Q1 2015 | $2,490,000 | +5.2% | 16,429 | -1.2% | 0.73% | +7.7% |
| Q4 2014 | $2,367,000 | -2.2% | 16,623 | -10.9% | 0.68% | -0.9% |
| Q3 2014 | $2,420,000 | -8.2% | 18,663 | -2.0% | 0.68% | -7.4% |
| Q2 2014 | $2,636,000 | +1.6% | 19,041 | -0.1% | 0.74% | -5.6% |
| Q1 2014 | $2,594,000 | +0.3% | 19,068 | -0.0% | 0.78% | -3.6% |
| Q4 2013 | $2,585,000 | +5.6% | 19,075 | -2.0% | 0.81% | +0.5% |
| Q3 2013 | $2,448,000 | +11.1% | 19,456 | -1.5% | 0.81% | +9.9% |
| Q2 2013 | $2,204,000 | – | 19,762 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 678,065 | $109,616,000 | 17.54% |
| Rinet Co LLC | 138,836 | $22,444,000 | 10.21% |
| Corundum Group, Inc. | 33,610 | $5,433,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 45,018 | $7,278,000 | 6.66% |
| Crestone Asset Management LLC | 81,495 | $13,174,000 | 5.93% |
| BARING ASSET MANAGEMENT Ltd | 514,376 | $82,917,000 | 5.80% |
| Barber Financial Group, Inc. | 90,982 | $14,708,000 | 5.03% |
| JOYN Advisors, Inc. | 95,172 | $15,385,000 | 5.02% |
| LBJ Family Wealth Advisors, Ltd. | 32,710 | $5,288,000 | 5.02% |
| Ken Stern & Associates, Inc. | 62,534 | $10,300,000 | 4.83% |