ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $110,000 | +31.0% | 530 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $84,000 | -26.3% | 530 | 0.0% | 0.02% | -30.0% |
| Q4 2019 | $114,000 | +11.8% | 530 | 0.0% | 0.03% | +15.4% |
| Q3 2019 | $102,000 | -3.8% | 530 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $106,000 | +1.9% | 530 | 0.0% | 0.03% | +17.4% |
| Q1 2019 | $104,000 | +16.9% | 530 | 0.0% | 0.02% | +21.1% |
| Q4 2018 | $89,000 | -21.9% | 530 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $114,000 | +5.6% | 530 | 0.0% | 0.02% | +40.0% |
| Q2 2018 | $108,000 | -79.6% | 530 | +424.8% | 0.02% | +200.0% |
| Q1 2018 | $530,000 | +435.4% | 101 | -80.9% | 0.01% | -50.0% |
| Q4 2017 | $99,000 | +4.2% | 530 | 0.0% | 0.01% | +11.1% |
| Q3 2017 | $95,000 | +6.7% | 530 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $89,000 | -83.2% | 530 | +516.3% | 0.01% | +900.0% |
| Q1 2017 | $530,000 | +570.9% | 86 | -83.8% | 0.00% | -90.0% |
| Q3 2016 | $79,000 | +8.2% | 530 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $73,000 | -99.9% | 530 | 0.0% | 0.01% | -93.4% |
| Q1 2016 | $70,283,000 | +94877.0% | 530 | 0.0% | 0.14% | +1270.0% |
| Q4 2015 | $74,000 | – | 530 | – | 0.01% | – |
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% |