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 | $6,815 | -7.0% | 30,404 | +0.6% | 0.02% | -3.8% |
| Q2 2023 | $7,331 | +13.8% | 30,212 | +6.4% | 0.03% | 0.0% |
| Q1 2023 | $6,440 | +4.0% | 28,392 | -1.7% | 0.03% | +8.3% |
| Q4 2022 | $6,193 | -99.8% | 28,870 | +56.2% | 0.02% | +50.0% |
| Q3 2022 | $3,818,000 | +3.1% | 18,481 | +4.9% | 0.02% | -5.9% |
| Q2 2022 | $3,703,000 | -25.7% | 17,616 | -9.7% | 0.02% | -19.0% |
| Q1 2022 | $4,987,000 | -16.6% | 19,499 | -4.5% | 0.02% | -8.7% |
| Q4 2021 | $5,981,000 | -25.7% | 20,410 | -25.5% | 0.02% | -32.4% |
| Q3 2021 | $8,047,000 | +14.1% | 27,407 | +21.1% | 0.03% | +9.7% |
| Q2 2021 | $7,055,000 | -9.0% | 22,634 | -12.2% | 0.03% | -18.4% |
| Q1 2021 | $7,749,000 | +18.1% | 25,766 | +12.6% | 0.04% | +18.8% |
| Q4 2020 | $6,562,000 | +49.3% | 22,886 | +15.3% | 0.03% | +28.0% |
| Q3 2020 | $4,396,000 | +14.2% | 19,844 | +6.6% | 0.02% | +4.2% |
| Q2 2020 | $3,851,000 | +29.4% | 18,616 | -1.1% | 0.02% | 0.0% |
| Q1 2020 | $2,977,000 | +19.6% | 18,822 | +62.0% | 0.02% | +50.0% |
| Q4 2019 | $2,489,000 | +12.6% | 11,616 | +1.3% | 0.02% | 0.0% |
| Q3 2019 | $2,210,000 | -4.4% | 11,467 | -0.3% | 0.02% | -11.1% |
| Q2 2019 | $2,311,000 | -0.1% | 11,507 | -2.2% | 0.02% | -5.3% |
| Q1 2019 | $2,313,000 | +21.3% | 11,761 | +3.6% | 0.02% | +5.6% |
| Q4 2018 | $1,907,000 | -22.1% | 11,353 | -0.3% | 0.02% | -14.3% |
| Q3 2018 | $2,449,000 | -0.7% | 11,387 | -5.7% | 0.02% | -12.5% |
| Q2 2018 | $2,467,000 | -19.4% | 12,074 | -24.8% | 0.02% | -22.6% |
| Q1 2018 | $3,061,000 | -42.5% | 16,063 | -43.6% | 0.03% | -43.6% |
| Q4 2017 | $5,322,000 | +59.8% | 28,504 | +53.1% | 0.06% | +44.7% |
| Q3 2017 | $3,331,000 | -15.3% | 18,613 | -20.1% | 0.04% | -22.4% |
| Q2 2017 | $3,932,000 | -19.7% | 23,299 | -23.1% | 0.05% | -24.6% |
| Q1 2017 | $4,896,000 | +86.8% | 30,285 | +77.9% | 0.06% | +62.5% |
| Q4 2016 | $2,621,000 | +3.6% | 17,028 | +0.2% | 0.04% | -11.1% |
| Q3 2016 | $2,530,000 | -45.6% | 16,994 | -49.9% | 0.04% | -52.6% |
| Q2 2016 | $4,652,000 | +108.1% | 33,912 | +101.2% | 0.10% | +61.0% |
| Q1 2016 | $2,235,000 | -23.2% | 16,853 | -19.3% | 0.06% | -21.3% |
| Q4 2015 | $2,910,000 | +35.0% | 20,892 | +29.9% | 0.08% | +23.0% |
| Q3 2015 | $2,155,000 | -99.9% | 16,087 | -2.4% | 0.06% | +15.1% |
| Q2 2015 | $2,548,510,000 | +104090.9% | 16,487 | +2.2% | 0.05% | +15.2% |
| Q1 2015 | $2,446,000 | -99.9% | 16,138 | -1.0% | 0.05% | 0.0% |
| Q4 2014 | $2,321,736,000 | +12.4% | 16,307 | +2.4% | 0.05% | +7.0% |
| Q3 2014 | $2,065,004,000 | +3.5% | 15,923 | +10.4% | 0.04% | 0.0% |
| Q2 2014 | $1,995,963,000 | -1.9% | 14,420 | -3.5% | 0.04% | -12.2% |
| Q1 2014 | $2,034,097,000 | +22.2% | 14,950 | +21.7% | 0.05% | +11.4% |
| Q4 2013 | $1,664,469,000 | +5.6% | 12,283 | -2.0% | 0.04% | -6.4% |
| Q3 2013 | $1,576,649,000 | – | 12,529 | – | 0.05% | – |
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% |