ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,040 | -17.4% | 2,316 | -10.6% | 0.31% | -7.5% |
| Q2 2023 | $628,391 | +11.7% | 2,590 | -5.0% | 0.33% | -40.2% |
| Q1 2023 | $562,358 | -99.9% | 2,726 | 0.0% | 0.56% | +66.8% |
| Q2 2022 | $562,358,000 | -47.7% | 2,726 | -35.1% | 0.33% | -33.6% |
| Q1 2022 | $1,074,599,000 | -26.8% | 4,202 | -16.1% | 0.50% | -20.3% |
| Q4 2021 | $1,468,395,000 | -3.2% | 5,011 | -3.0% | 0.63% | -12.4% |
| Q3 2021 | $1,516,293,000 | -23.5% | 5,165 | -18.8% | 0.72% | -21.3% |
| Q2 2021 | $1,983,178,000 | +127.0% | 6,363 | +119.0% | 0.92% | +105.2% |
| Q1 2021 | $873,839,000 | -0.9% | 2,906 | -5.5% | 0.45% | -3.0% |
| Q4 2020 | $881,783,000 | +29.4% | 3,076 | 0.0% | 0.46% | +20.1% |
| Q3 2020 | $681,307,000 | -17.5% | 3,076 | -20.2% | 0.38% | -24.0% |
| Q4 2019 | $826,132,000 | +9.4% | 3,856 | -1.6% | 0.50% | +3.5% |
| Q3 2019 | $755,184,000 | -4.9% | 3,918 | -0.9% | 0.49% | -3.2% |
| Q2 2019 | $793,909,000 | -0.5% | 3,952 | -2.5% | 0.50% | -24.9% |
| Q1 2019 | $797,517,000 | +14.0% | 4,055 | -2.6% | 0.67% | -50.4% |
| Q4 2018 | $699,765,000 | -28.0% | 4,165 | -7.9% | 1.35% | +215.7% |
| Q3 2018 | $972,198,000 | -1.4% | 4,520 | -6.3% | 0.43% | -4.0% |
| Q2 2018 | $985,510,000 | +6.1% | 4,823 | -1.0% | 0.45% | +2.8% |
| Q1 2018 | $928,863,000 | -0.5% | 4,874 | -2.5% | 0.43% | +5.1% |
| Q4 2017 | $933,330,000 | +1.4% | 4,999 | -2.8% | 0.41% | -4.6% |
| Q3 2017 | $920,390,000 | +5.6% | 5,143 | -0.4% | 0.43% | +1.9% |
| Q2 2017 | $871,180,000 | +0.8% | 5,162 | -3.5% | 0.42% | +0.7% |
| Q1 2017 | $864,547,000 | +3.4% | 5,348 | -1.6% | 0.42% | -1.2% |
| Q4 2016 | $836,338,000 | -0.6% | 5,433 | -3.8% | 0.43% | -3.2% |
| Q3 2016 | $841,100,000 | +7.2% | 5,649 | -1.2% | 0.44% | +5.3% |
| Q2 2016 | $784,350,000 | -4.0% | 5,718 | -2.5% | 0.42% | +3.5% |
| Q4 2015 | $816,953,000 | +13376.6% | 5,865 | -85.0% | 0.40% | -86.2% |
| Q2 2015 | $6,062,000 | -0.2% | 39,017 | -1.7% | 2.92% | +1.6% |
| Q1 2015 | $6,074,000 | +6.7% | 39,689 | -0.5% | 2.88% | +8.4% |
| Q4 2014 | $5,691,000 | +9.6% | 39,894 | -2.2% | 2.66% | -2.2% |
| Q3 2014 | $5,191,000 | -5.9% | 40,805 | -0.0% | 2.72% | +0.9% |
| Q2 2014 | $5,515,000 | +1.9% | 40,821 | -1.4% | 2.70% | -6.7% |
| Q1 2014 | $5,410,000 | -6.3% | 41,409 | -3.4% | 2.89% | -3.6% |
| Q4 2013 | $5,775,000 | +1.5% | 42,883 | -4.4% | 3.00% | -8.3% |
| Q3 2013 | $5,690,000 | +12.1% | 44,840 | +0.2% | 3.27% | +11.3% |
| Q2 2013 | $5,074,000 | – | 44,744 | – | 2.93% | – |
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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% |