ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 480 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,077 | -6.2% | 2,115 | +1.6% | 0.07% | 0.0% |
| Q2 2023 | $505,218 | -19.2% | 2,082 | -24.4% | 0.07% | -23.3% |
| Q1 2023 | $624,889 | -30.0% | 2,755 | -33.8% | 0.09% | -30.2% |
| Q4 2022 | $892,403 | +1.0% | 4,160 | -2.8% | 0.13% | -5.8% |
| Q3 2022 | $884,000 | +23.1% | 4,280 | +23.0% | 0.14% | +26.9% |
| Q2 2022 | $718,000 | -20.1% | 3,480 | -1.0% | 0.11% | -3.6% |
| Q1 2022 | $899,000 | -15.1% | 3,515 | -2.8% | 0.11% | -17.0% |
| Q4 2021 | $1,059,000 | +0.9% | 3,615 | +1.1% | 0.14% | +1.5% |
| Q3 2021 | $1,050,000 | -9.8% | 3,575 | -4.3% | 0.13% | -9.5% |
| Q2 2021 | $1,164,000 | +7.1% | 3,735 | +3.3% | 0.15% | +2.8% |
| Q1 2021 | $1,087,000 | +26.4% | 3,615 | +20.5% | 0.14% | +9.2% |
| Q4 2020 | $860,000 | +61.7% | 3,000 | +24.7% | 0.13% | +44.0% |
| Q3 2020 | $532,000 | +9.9% | 2,405 | +2.8% | 0.09% | +5.8% |
| Q2 2020 | $484,000 | +36.7% | 2,340 | +4.5% | 0.09% | +21.1% |
| Q1 2020 | $354,000 | -26.1% | 2,240 | 0.0% | 0.07% | +22.4% |
| Q4 2019 | $479,000 | +11.1% | 2,240 | 0.0% | 0.06% | +26.1% |
| Q3 2019 | $431,000 | -4.2% | 2,240 | 0.0% | 0.05% | -4.2% |
| Q2 2019 | $450,000 | -4.7% | 2,240 | -6.7% | 0.05% | +2.1% |
| Q1 2019 | $472,000 | +17.1% | 2,400 | 0.0% | 0.05% | +4.4% |
| Q4 2018 | $403,000 | +49.8% | 2,400 | +92.0% | 0.04% | +87.5% |
| Q3 2018 | $269,000 | +5.5% | 1,250 | 0.0% | 0.02% | +9.1% |
| Q2 2018 | $255,000 | +7.1% | 1,250 | 0.0% | 0.02% | +4.8% |
| Q1 2018 | $238,000 | +2.1% | 1,250 | 0.0% | 0.02% | +5.0% |
| Q4 2017 | $233,000 | – | 1,250 | 0.0% | 0.02% | – |
| Q3 2017 | $0 | -100.0% | 1,250 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $211,000 | +4.5% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $202,000 | -11.8% | 1,250 | -39.0% | 0.02% | -20.8% |
| Q2 2013 | $229,000 | – | 2,050 | – | 0.02% | – |
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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% |