ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,538 | -7.6% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $417,375 | +7.0% | 1,720 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $390,130 | +5.7% | 1,720 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $368,974 | +3.9% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $355,000 | 0.0% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $355,000 | -19.3% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $440,000 | -12.7% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $504,000 | -0.2% | 1,720 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $505,000 | -5.8% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $536,000 | +3.7% | 1,720 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $517,000 | +4.9% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $493,000 | +29.4% | 1,720 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $381,000 | +7.0% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $356,000 | +30.9% | 1,720 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $272,000 | -26.1% | 1,720 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $368,000 | +11.2% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $331,000 | -4.1% | 1,720 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $345,000 | +2.1% | 1,720 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $338,000 | +16.2% | 1,720 | -0.8% | 0.01% | -8.3% |
| Q4 2018 | $291,000 | -22.0% | 1,733 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $373,000 | +3.9% | 1,733 | -1.4% | 0.01% | -7.1% |
| Q2 2018 | $359,000 | +7.2% | 1,758 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $335,000 | +2.1% | 1,758 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $328,000 | +4.1% | 1,758 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $315,000 | +6.1% | 1,758 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $297,000 | +4.6% | 1,758 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $284,000 | +4.8% | 1,758 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $271,000 | +3.4% | 1,758 | 0.0% | 0.02% | -5.9% |
| Q3 2016 | $262,000 | +8.7% | 1,758 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $241,000 | +3.4% | 1,758 | 0.0% | 0.02% | -5.6% |
| Q1 2016 | $233,000 | -4.9% | 1,758 | 0.0% | 0.02% | -14.3% |
| Q4 2015 | $245,000 | +3.8% | 1,758 | 0.0% | 0.02% | -8.7% |
| Q3 2015 | $236,000 | -13.2% | 1,758 | 0.0% | 0.02% | -11.5% |
| Q2 2015 | $272,000 | +2.3% | 1,758 | 0.0% | 0.03% | +36.8% |
| Q1 2015 | $266,000 | +6.4% | 1,758 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $250,000 | +8.2% | 1,758 | -1.3% | 0.02% | 0.0% |
| Q3 2014 | $231,000 | – | 1,781 | – | 0.02% | – |
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% |