ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 569 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $326,458 | -3.0% | 1,244 | +0.2% | 0.08% | -2.4% |
Q1 2024 | $336,403 | +7.5% | 1,242 | +0.1% | 0.08% | -3.4% |
Q4 2023 | $313,046 | +12.9% | 1,241 | +0.3% | 0.09% | +6.0% |
Q3 2023 | $277,362 | -7.6% | 1,237 | 0.0% | 0.08% | -11.7% |
Q2 2023 | $300,266 | +7.1% | 1,237 | +0.1% | 0.09% | -4.1% |
Q1 2023 | $280,383 | +5.9% | 1,236 | +0.2% | 0.10% | +12.6% |
Q4 2022 | $264,798 | +4.3% | 1,234 | +0.3% | 0.09% | -12.1% |
Q3 2022 | $254,000 | 0.0% | 1,230 | 0.0% | 0.10% | +5.3% |
Q2 2022 | $254,000 | -74.9% | 1,230 | -68.9% | 0.09% | -70.8% |
Q1 2022 | $1,012,000 | +181.1% | 3,956 | +222.1% | 0.32% | +170.6% |
Q4 2021 | $360,000 | 0.0% | 1,228 | +0.2% | 0.12% | -9.8% |
Q3 2021 | $360,000 | -5.8% | 1,226 | 0.0% | 0.13% | -14.8% |
Q2 2021 | $382,000 | +3.8% | 1,226 | +0.1% | 0.16% | -5.5% |
Q1 2021 | $368,000 | -18.4% | 1,225 | -22.1% | 0.16% | -33.1% |
Q4 2020 | $451,000 | +29.6% | 1,572 | +0.1% | 0.24% | +2.5% |
Q3 2020 | $348,000 | +7.1% | 1,571 | +0.1% | 0.24% | +6.2% |
Q2 2020 | $325,000 | +31.0% | 1,569 | +0.3% | 0.22% | +34.7% |
Q1 2020 | $248,000 | -64.0% | 1,565 | -51.4% | 0.17% | +271.1% |
Q4 2019 | $689,000 | +14.6% | 3,218 | +14.8% | 0.04% | 0.0% |
Q3 2019 | $601,000 | -55.7% | 2,803 | -58.5% | 0.04% | -57.9% |
Q2 2019 | $1,357,000 | -4.5% | 6,756 | -6.5% | 0.11% | -9.3% |
Q1 2019 | $1,421,000 | +2.5% | 7,224 | -12.5% | 0.12% | -8.5% |
Q4 2018 | $1,387,000 | -17.6% | 8,257 | +5.5% | 0.13% | -20.9% |
Q3 2018 | $1,683,000 | +70.3% | 7,827 | +61.8% | 0.16% | +59.8% |
Q2 2018 | $988,000 | +8.6% | 4,837 | +1.3% | 0.10% | -1.0% |
Q1 2018 | $910,000 | +2.1% | 4,777 | +0.1% | 0.10% | +7.3% |
Q4 2017 | $891,000 | -4.6% | 4,770 | -8.6% | 0.10% | -9.4% |
Q3 2017 | $934,000 | -1.5% | 5,218 | -7.1% | 0.11% | -4.5% |
Q2 2017 | $948,000 | +4.4% | 5,615 | 0.0% | 0.11% | 0.0% |
Q1 2017 | $908,000 | +24.7% | 5,615 | +18.7% | 0.11% | +13.3% |
Q4 2016 | $728,000 | +49.8% | 4,729 | +44.8% | 0.10% | +22.5% |
Q3 2016 | $486,000 | +8.7% | 3,267 | +0.3% | 0.08% | +3.9% |
Q2 2016 | $447,000 | +3.5% | 3,256 | 0.0% | 0.08% | 0.0% |
Q1 2016 | $432,000 | -4.2% | 3,256 | +0.5% | 0.08% | -3.8% |
Q4 2015 | $451,000 | +1.1% | 3,240 | -2.7% | 0.08% | -12.1% |
Q3 2015 | $446,000 | -10.6% | 3,329 | +3.1% | 0.09% | -6.2% |
Q2 2015 | $499,000 | +1060.5% | 3,228 | +928.0% | 0.10% | +870.0% |
Q2 2014 | $43,000 | 0.0% | 314 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $43,000 | 0.0% | 314 | 0.0% | 0.01% | -9.1% |
Q4 2013 | $43,000 | – | 314 | – | 0.01% | – |
Download |
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% |