ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 353 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $203,000 | -46.4% | 915 | -48.3% | 0.06% | -36.4% |
| Q4 2019 | $379,000 | +3.6% | 1,771 | -6.6% | 0.09% | +1.1% |
| Q3 2019 | $366,000 | -4.2% | 1,897 | -0.2% | 0.09% | -6.5% |
| Q2 2019 | $382,000 | +1.9% | 1,900 | -0.3% | 0.09% | +5.7% |
| Q1 2019 | $375,000 | +17.2% | 1,906 | -0.1% | 0.09% | +7.3% |
| Q4 2018 | $320,000 | -23.8% | 1,907 | -2.3% | 0.08% | -13.7% |
| Q3 2018 | $420,000 | -3.9% | 1,951 | -8.7% | 0.10% | -9.5% |
| Q2 2018 | $437,000 | -2.9% | 2,138 | -9.4% | 0.10% | -0.9% |
| Q1 2018 | $450,000 | -0.2% | 2,361 | -2.3% | 0.11% | +1.0% |
| Q4 2017 | $451,000 | -4.9% | 2,416 | -8.7% | 0.10% | -7.1% |
| Q3 2017 | $474,000 | +3.9% | 2,647 | -2.0% | 0.11% | -2.6% |
| Q2 2017 | $456,000 | +1.8% | 2,701 | -2.6% | 0.12% | 0.0% |
| Q1 2017 | $448,000 | -45.0% | 2,773 | -47.6% | 0.12% | -46.5% |
| Q4 2016 | $814,000 | -2.0% | 5,291 | -5.2% | 0.22% | -2.7% |
| Q3 2016 | $831,000 | +3.6% | 5,579 | -4.6% | 0.22% | 0.0% |
| Q2 2016 | $802,000 | +4.4% | 5,845 | +0.9% | 0.22% | +2.3% |
| Q1 2016 | $768,000 | -13.2% | 5,794 | -8.8% | 0.22% | -17.4% |
| Q4 2015 | $885,000 | -4.7% | 6,353 | -8.4% | 0.26% | -6.4% |
| Q3 2015 | $929,000 | -14.0% | 6,937 | -0.7% | 0.28% | -13.0% |
| Q2 2015 | $1,080,000 | -0.8% | 6,984 | -2.8% | 0.32% | -1.5% |
| Q1 2015 | $1,089,000 | -5.5% | 7,185 | -11.2% | 0.33% | -6.5% |
| Q4 2014 | $1,152,000 | +5.6% | 8,094 | -3.8% | 0.35% | +6.0% |
| Q3 2014 | $1,091,000 | -47.1% | 8,411 | -43.6% | 0.33% | -44.6% |
| Q2 2014 | $2,064,000 | -1.7% | 14,913 | -3.4% | 0.60% | -4.8% |
| Q1 2014 | $2,100,000 | -3.3% | 15,433 | -3.7% | 0.63% | -4.8% |
| Q4 2013 | $2,172,000 | +6.4% | 16,028 | -1.2% | 0.66% | -0.2% |
| Q3 2013 | $2,041,000 | +7.0% | 16,217 | -5.2% | 0.66% | +3.1% |
| Q2 2013 | $1,908,000 | – | 17,111 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |