ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62 | -99.3% | 278 | -99.3% | 0.03% | -99.4% |
| Q2 2023 | $9,272 | +6.9% | 38,209 | -0.1% | 4.28% | +9.7% |
| Q1 2023 | $8,673 | +48.2% | 38,239 | +40.2% | 3.90% | +32.8% |
| Q4 2022 | $5,852 | -99.9% | 27,280 | +10.7% | 2.94% | +16.5% |
| Q3 2022 | $5,090,000 | +4.9% | 24,636 | +4.8% | 2.52% | +12.4% |
| Q2 2022 | $4,851,000 | -19.4% | 23,514 | -0.1% | 2.24% | +0.6% |
| Q1 2022 | $6,021,000 | -13.1% | 23,544 | -0.4% | 2.23% | -8.0% |
| Q4 2021 | $6,929,000 | -0.2% | 23,644 | -0.1% | 2.42% | -3.5% |
| Q3 2021 | $6,946,000 | +21.5% | 23,659 | +29.0% | 2.51% | +20.4% |
| Q2 2021 | $5,718,000 | +23.7% | 18,344 | +19.3% | 2.09% | +18.3% |
| Q1 2021 | $4,623,000 | -0.7% | 15,372 | -5.4% | 1.76% | -0.9% |
| Q4 2020 | $4,657,000 | +31.0% | 16,245 | +1.2% | 1.78% | +20.9% |
| Q3 2020 | $3,554,000 | +6.8% | 16,045 | -0.2% | 1.47% | +2.6% |
| Q2 2020 | $3,328,000 | +30.0% | 16,085 | -0.6% | 1.44% | +1.3% |
| Q1 2020 | $2,560,000 | -26.2% | 16,185 | 0.0% | 1.42% | -2.3% |
| Q4 2019 | $3,467,000 | +3.8% | 16,185 | -6.6% | 1.45% | +0.2% |
| Q3 2019 | $3,339,000 | -48.3% | 17,323 | -46.1% | 1.45% | -48.8% |
| Q2 2019 | $6,459,000 | -15.3% | 32,153 | -17.1% | 2.83% | -12.3% |
| Q1 2019 | $7,624,000 | +143.8% | 38,765 | +108.2% | 3.23% | +114.9% |
| Q4 2018 | $3,127,000 | +908.7% | 18,615 | +1192.7% | 1.50% | +1100.8% |
| Q3 2018 | $310,000 | +5.4% | 1,440 | 0.0% | 0.12% | +5.0% |
| Q2 2018 | $294,000 | +7.3% | 1,440 | 0.0% | 0.12% | +1.7% |
| Q1 2018 | $274,000 | +1.9% | 1,440 | 0.0% | 0.12% | +11.4% |
| Q4 2017 | $269,000 | -1.8% | 1,440 | -5.9% | 0.10% | -9.5% |
| Q3 2017 | $274,000 | -4.5% | 1,530 | -10.0% | 0.12% | -5.7% |
| Q2 2017 | $287,000 | +10.8% | 1,700 | +5.9% | 0.12% | +2.5% |
| Q1 2017 | $259,000 | +19.9% | 1,605 | +14.2% | 0.12% | +8.1% |
| Q4 2016 | $216,000 | -3.1% | 1,405 | -6.0% | 0.11% | -1.8% |
| Q3 2016 | $223,000 | +9.3% | 1,495 | +0.7% | 0.11% | -5.8% |
| Q2 2016 | $204,000 | -1.4% | 1,485 | -4.8% | 0.12% | +9.1% |
| Q1 2016 | $207,000 | -27.6% | 1,560 | -23.9% | 0.11% | -24.1% |
| Q4 2015 | $286,000 | -21.0% | 2,050 | -24.1% | 0.14% | -27.9% |
| Q3 2015 | $362,000 | -16.4% | 2,700 | -3.6% | 0.20% | -17.6% |
| Q2 2015 | $433,000 | +2.1% | 2,800 | 0.0% | 0.24% | +3.0% |
| Q1 2015 | $424,000 | +54.2% | 2,800 | +45.1% | 0.24% | +39.4% |
| Q4 2014 | $275,000 | -44.9% | 1,930 | -49.9% | 0.17% | -46.0% |
| Q3 2014 | $499,000 | -23.3% | 3,850 | -18.1% | 0.32% | -18.8% |
| Q2 2014 | $651,000 | +1.2% | 4,700 | -0.5% | 0.39% | -2.0% |
| Q1 2014 | $643,000 | -19.1% | 4,725 | -19.4% | 0.40% | -20.2% |
| Q4 2013 | $795,000 | +20.6% | 5,865 | +11.9% | 0.50% | +19.2% |
| Q3 2013 | $659,000 | +70.7% | 5,240 | +51.2% | 0.42% | +77.0% |
| Q2 2013 | $386,000 | – | 3,465 | – | 0.24% | – |
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% |