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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,636 | -7.6% | 6,958 | 0.0% | 0.54% | -6.8% |
| Q2 2023 | $1,688,428 | +7.0% | 6,958 | 0.0% | 0.58% | -4.0% |
| Q1 2023 | $1,578,214 | -50.5% | 6,958 | -54.8% | 0.60% | -54.1% |
| Q2 2020 | $3,188,000 | -6.6% | 15,410 | -3.3% | 1.30% | +27.3% |
| Q4 2019 | $3,412,000 | +23.8% | 15,928 | +3.4% | 1.02% | +121.6% |
| Q3 2017 | $2,757,000 | -47.0% | 15,408 | -50.0% | 0.46% | -2.1% |
| Q2 2017 | $5,200,000 | +108.8% | 30,816 | +100.0% | 0.47% | +10.5% |
| Q1 2017 | $2,491,000 | +5.0% | 15,408 | 0.0% | 0.43% | +5.4% |
| Q4 2016 | $2,372,000 | – | 15,408 | – | 0.40% | – |
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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% |