ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $463,000 | +11.3% | 2,161 | 0.0% | 0.06% | +3.4% |
| Q3 2019 | $416,000 | -12.1% | 2,161 | -8.2% | 0.06% | -10.6% |
| Q2 2019 | $473,000 | +37.9% | 2,354 | +35.0% | 0.07% | +37.5% |
| Q1 2019 | $343,000 | -23.8% | 1,744 | -34.9% | 0.05% | -34.2% |
| Q4 2018 | $450,000 | -21.9% | 2,677 | 0.0% | 0.07% | -7.6% |
| Q3 2018 | $576,000 | -0.7% | 2,677 | -5.8% | 0.08% | -1.2% |
| Q2 2018 | $580,000 | -18.8% | 2,841 | -24.2% | 0.08% | -18.4% |
| Q1 2018 | $714,000 | +2.1% | 3,746 | 0.0% | 0.10% | +11.4% |
| Q4 2017 | $699,000 | +4.2% | 3,746 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $671,000 | +6.2% | 3,746 | 0.0% | 0.09% | +4.8% |
| Q2 2017 | $632,000 | -3.8% | 3,746 | -7.8% | 0.08% | -7.7% |
| Q1 2017 | $657,000 | +2.8% | 4,061 | -2.2% | 0.09% | -2.2% |
| Q4 2016 | $639,000 | +3.4% | 4,151 | 0.0% | 0.09% | 0.0% |
| Q3 2016 | $618,000 | -1.4% | 4,151 | -9.1% | 0.09% | -4.1% |
| Q2 2016 | $627,000 | -4.1% | 4,567 | -7.4% | 0.10% | -15.7% |
| Q1 2016 | $654,000 | -20.4% | 4,930 | -16.4% | 0.12% | -20.1% |
| Q4 2015 | $822,000 | +62.8% | 5,900 | +56.5% | 0.14% | +56.5% |
| Q3 2015 | $505,000 | -16.8% | 3,770 | -4.0% | 0.09% | -8.9% |
| Q2 2015 | $607,000 | +14.3% | 3,926 | +12.0% | 0.10% | +7.4% |
| Q1 2015 | $531,000 | +6.4% | 3,504 | 0.0% | 0.09% | +8.0% |
| Q4 2014 | $499,000 | +1.6% | 3,504 | -7.4% | 0.09% | -11.2% |
| Q3 2014 | $491,000 | -14.0% | 3,784 | -8.3% | 0.10% | -9.3% |
| Q2 2014 | $571,000 | -18.7% | 4,127 | -20.1% | 0.11% | -25.5% |
| Q1 2014 | $702,000 | -17.2% | 5,162 | -17.5% | 0.14% | -23.3% |
| Q4 2013 | $848,000 | +18.4% | 6,257 | +10.0% | 0.19% | +8.0% |
| Q3 2013 | $716,000 | +5.3% | 5,687 | -6.7% | 0.18% | +337.5% |
| Q2 2013 | $680,000 | – | 6,096 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |