ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355,919 | +277.2% | 6,049 | +308.2% | 0.01% | +300.0% |
| Q2 2023 | $359,506 | -49.0% | 1,482 | -52.3% | 0.00% | -50.0% |
| Q1 2023 | $704,446 | +48785.9% | 3,106 | -53.8% | 0.00% | -55.6% |
| Q4 2022 | $1,441 | -99.6% | 6,716 | +277.5% | 0.01% | +200.0% |
| Q3 2022 | $368,000 | -55.0% | 1,779 | -55.1% | 0.00% | -50.0% |
| Q2 2022 | $817,000 | -13.0% | 3,958 | +7.8% | 0.01% | 0.0% |
| Q1 2022 | $939,000 | -72.8% | 3,672 | -68.8% | 0.01% | -70.0% |
| Q4 2021 | $3,451,000 | +341.3% | 11,777 | +342.2% | 0.02% | +300.0% |
| Q3 2021 | $782,000 | +9.1% | 2,663 | +15.8% | 0.01% | 0.0% |
| Q2 2021 | $717,000 | +26.5% | 2,300 | +22.0% | 0.01% | +25.0% |
| Q1 2021 | $567,000 | +138.2% | 1,885 | +127.4% | 0.00% | +100.0% |
| Q4 2020 | $238,000 | -54.7% | 829 | -65.0% | 0.00% | -71.4% |
| Q3 2020 | $525,000 | +28.0% | 2,368 | +19.4% | 0.01% | +40.0% |
| Q2 2020 | $410,000 | +121.6% | 1,983 | +69.5% | 0.01% | +66.7% |
| Q1 2020 | $185,000 | -45.1% | 1,170 | -25.6% | 0.00% | -25.0% |
| Q4 2019 | $337,000 | -36.7% | 1,572 | -43.0% | 0.00% | -33.3% |
| Q3 2019 | $532,000 | +160.8% | 2,758 | +171.5% | 0.01% | +200.0% |
| Q2 2019 | $204,000 | -13.9% | 1,016 | -15.8% | 0.00% | -33.3% |
| Q1 2019 | $237,000 | -36.5% | 1,206 | -45.7% | 0.00% | -40.0% |
| Q4 2018 | $373,000 | +301.1% | 2,223 | +413.4% | 0.01% | +400.0% |
| Q3 2018 | $93,000 | – | 433 | – | 0.00% | – |
Download | ||||||
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% |