ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 435 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 10.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,791,000 | +1.3% | 23,189 | +1.2% | 0.22% | +0.5% |
| Q2 2022 | $4,729,000 | -13.3% | 22,921 | +7.4% | 0.22% | -6.3% |
| Q1 2022 | $5,456,000 | -6.5% | 21,332 | +7.1% | 0.24% | -15.7% |
| Q4 2021 | $5,838,000 | +0.3% | 19,920 | +0.5% | 0.28% | -12.7% |
| Q3 2021 | $5,821,000 | -4.3% | 19,826 | +1.6% | 0.32% | -8.0% |
| Q2 2021 | $6,084,000 | +3.3% | 19,518 | -0.3% | 0.35% | -12.9% |
| Q1 2021 | $5,887,000 | +3.7% | 19,575 | -1.1% | 0.40% | -0.5% |
| Q4 2020 | $5,676,000 | +27.7% | 19,799 | -1.3% | 0.40% | +13.2% |
| Q3 2020 | $4,445,000 | +6.3% | 20,065 | -0.7% | 0.36% | +1.7% |
| Q2 2020 | $4,182,000 | +25.5% | 20,216 | -4.1% | 0.35% | +9.3% |
| Q1 2020 | $3,333,000 | -30.2% | 21,071 | -5.5% | 0.32% | -12.5% |
| Q4 2019 | $4,776,000 | +10.4% | 22,297 | -0.7% | 0.37% | +2.5% |
| Q3 2019 | $4,328,000 | -4.2% | 22,457 | -0.2% | 0.36% | -4.3% |
| Q2 2019 | $4,518,000 | +3.8% | 22,493 | +1.7% | 0.37% | -10.5% |
| Q1 2019 | $4,351,000 | +13.8% | 22,126 | +10.4% | 0.42% | +5.6% |
| Q4 2018 | $3,822,000 | -9.0% | 20,037 | +2.7% | 0.40% | +8.2% |
| Q3 2018 | $4,198,000 | +3.2% | 19,518 | -1.9% | 0.37% | -3.2% |
| Q2 2018 | $4,066,000 | +5.3% | 19,900 | -1.8% | 0.38% | +4.4% |
| Q1 2018 | $3,862,000 | +1.2% | 20,265 | -0.9% | 0.36% | +4.9% |
| Q4 2017 | $3,817,000 | +2.0% | 20,445 | -2.2% | 0.34% | -9.2% |
| Q3 2017 | $3,741,000 | +4.2% | 20,904 | -1.7% | 0.38% | +0.5% |
| Q2 2017 | $3,590,000 | +3.7% | 21,269 | -0.7% | 0.38% | +2.4% |
| Q1 2017 | $3,461,000 | +3.9% | 21,409 | -1.1% | 0.37% | -1.1% |
| Q4 2016 | $3,332,000 | -1.7% | 21,644 | -5.0% | 0.37% | -5.8% |
| Q3 2016 | $3,391,000 | +8.5% | 22,775 | +0.0% | 0.40% | +5.6% |
| Q2 2016 | $3,124,000 | +2.5% | 22,770 | -0.9% | 0.38% | -0.3% |
| Q1 2016 | $3,048,000 | -5.4% | 22,984 | -0.6% | 0.38% | -7.2% |
| Q4 2015 | $3,221,000 | +2.7% | 23,129 | -1.2% | 0.40% | -5.2% |
| Q3 2015 | $3,136,000 | -15.9% | 23,410 | -2.9% | 0.43% | -9.0% |
| Q2 2015 | $3,728,000 | +0.2% | 24,120 | -1.7% | 0.47% | +0.9% |
| Q1 2015 | $3,720,000 | +5.0% | 24,548 | -1.3% | 0.46% | +5.4% |
| Q4 2014 | $3,543,000 | +9.0% | 24,883 | -0.7% | 0.44% | +3.0% |
| Q3 2014 | $3,249,000 | -6.3% | 25,055 | 0.0% | 0.43% | -4.5% |
| Q2 2014 | $3,468,000 | -1.0% | 25,055 | -2.6% | 0.45% | -2.8% |
| Q1 2014 | $3,502,000 | +0.4% | 25,735 | 0.0% | 0.46% | -5.9% |
| Q4 2013 | $3,487,000 | +2.3% | 25,735 | -5.0% | 0.49% | -8.2% |
| Q3 2013 | $3,410,000 | +7.3% | 27,095 | -5.0% | 0.53% | +0.9% |
| Q2 2013 | $3,179,000 | – | 28,510 | – | 0.53% | – |
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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% |