ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,261 | -4.9% | 850 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $217,000 | -16.2% | 850 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $259,000 | +24.5% | 883 | +24.7% | 0.00% | 0.0% |
| Q3 2021 | $208,000 | -5.9% | 708 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $221,000 | +8.9% | 708 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $203,000 | -1.0% | 675 | -32.0% | 0.00% | -25.0% |
| Q2 2020 | $205,000 | -56.7% | 993 | -66.8% | 0.00% | -55.6% |
| Q1 2020 | $473,000 | -28.1% | 2,988 | -2.7% | 0.01% | -10.0% |
| Q4 2019 | $658,000 | +11.1% | 3,071 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $592,000 | +141.6% | 3,071 | +151.3% | 0.01% | +125.0% |
| Q2 2019 | $245,000 | -11.9% | 1,222 | -13.6% | 0.00% | -20.0% |
| Q1 2019 | $278,000 | +30.5% | 1,415 | +11.6% | 0.01% | +25.0% |
| Q4 2018 | $213,000 | -45.4% | 1,268 | -30.1% | 0.00% | -42.9% |
| Q3 2018 | $390,000 | +5.4% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $370,000 | +6.9% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $346,000 | +2.4% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $338,000 | – | 1,813 | – | 0.01% | – |
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% |