ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,951 | -98.0% | 9,094 | +1855.7% | 0.02% | +1900.0% |
| Q3 2022 | $96,000 | -87.7% | 465 | -82.6% | 0.00% | -85.7% |
| Q4 2021 | $781,000 | +829.8% | 2,665 | +809.6% | 0.01% | +600.0% |
| Q4 2020 | $84,000 | +100.0% | 293 | +10.6% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | -89.0% | 265 | -85.2% | 0.00% | -80.0% |
| Q4 2019 | $383,000 | -80.5% | 1,789 | -84.7% | 0.01% | -87.2% |
| Q4 2018 | $1,966,000 | +609.7% | 11,701 | +690.1% | 0.04% | +680.0% |
| Q4 2017 | $277,000 | -38.6% | 1,481 | -54.3% | 0.01% | -54.5% |
| Q4 2015 | $451,000 | – | 3,239 | – | 0.01% | – |
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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% |