ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $30,074,000 | +5058.5% | 100,000 | +3348.3% | 0.16% | +3850.0% |
| Q2 2019 | $583,000 | +2.3% | 2,900 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $570,000 | -69.2% | 2,900 | -73.7% | 0.01% | -68.8% |
| Q4 2018 | $1,851,000 | -92.3% | 11,018 | -90.1% | 0.02% | -91.0% |
| Q3 2018 | $24,020,000 | +681.4% | 111,681 | +642.3% | 0.18% | +535.7% |
| Q2 2018 | $3,074,000 | -10.6% | 15,046 | -16.6% | 0.03% | 0.0% |
| Q1 2018 | $3,439,000 | +259.0% | 18,046 | +251.7% | 0.03% | +211.1% |
| Q4 2017 | $958,000 | -94.9% | 5,131 | -95.1% | 0.01% | -94.5% |
| Q3 2017 | $18,660,000 | +292.3% | 104,270 | +269.9% | 0.16% | +281.4% |
| Q2 2017 | $4,757,000 | -52.2% | 28,189 | -54.2% | 0.04% | -51.1% |
| Q1 2017 | $9,951,000 | -76.0% | 61,553 | -77.1% | 0.09% | -74.6% |
| Q4 2016 | $41,382,000 | +2.2% | 268,817 | -1.1% | 0.35% | -18.2% |
| Q3 2016 | $40,479,000 | +10.1% | 271,853 | +1.4% | 0.42% | +62.5% |
| Q2 2016 | $36,766,000 | +6.6% | 268,011 | +3.0% | 0.26% | +4.8% |
| Q1 2016 | $34,501,000 | +21.0% | 260,167 | +27.1% | 0.25% | +22.7% |
| Q4 2015 | $28,520,000 | +7.8% | 204,768 | +3.7% | 0.20% | +28.5% |
| Q3 2015 | $26,454,000 | -15.2% | 197,461 | -2.2% | 0.16% | -23.3% |
| Q2 2015 | $31,207,000 | -40.9% | 201,884 | -42.1% | 0.21% | -34.4% |
| Q1 2015 | $52,827,000 | -58.6% | 348,580 | -61.1% | 0.31% | -49.9% |
| Q4 2014 | $127,542,000 | +45.8% | 895,787 | +32.8% | 0.63% | +21.7% |
| Q3 2014 | $87,471,000 | +27.9% | 674,460 | +36.5% | 0.52% | +30.1% |
| Q2 2014 | $68,413,000 | -5.3% | 494,243 | -6.9% | 0.40% | +26.5% |
| Q1 2014 | $72,239,000 | -24.5% | 530,933 | -24.8% | 0.31% | -21.4% |
| Q4 2013 | $95,712,000 | +467.5% | 706,309 | +427.0% | 0.40% | +476.8% |
| Q3 2013 | $16,865,000 | +107.5% | 134,022 | +83.8% | 0.07% | +72.5% |
| Q2 2013 | $8,129,000 | – | 72,903 | – | 0.04% | – |
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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% |