ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $276,000 | +32.7% | 961 | +2.1% | 0.05% | +11.9% |
Q3 2020 | $208,000 | -35.4% | 941 | -54.1% | 0.04% | -49.4% |
Q1 2020 | $322,000 | -42.1% | 2,049 | -21.1% | 0.08% | -37.6% |
Q4 2019 | $556,000 | -28.9% | 2,596 | -36.1% | 0.13% | -39.5% |
Q3 2019 | $782,000 | -17.5% | 4,064 | -14.1% | 0.22% | -13.0% |
Q2 2019 | $948,000 | -39.5% | 4,729 | -40.7% | 0.25% | -31.4% |
Q1 2019 | $1,568,000 | -23.1% | 7,969 | -34.1% | 0.37% | -5.1% |
Q4 2018 | $2,038,000 | -26.3% | 12,099 | -5.8% | 0.39% | -12.6% |
Q3 2018 | $2,767,000 | +11.9% | 12,850 | +6.3% | 0.44% | +3.7% |
Q2 2018 | $2,472,000 | +48.6% | 12,093 | +38.8% | 0.43% | +38.8% |
Q1 2018 | $1,663,000 | +28.6% | 8,712 | +25.5% | 0.31% | +24.1% |
Q4 2017 | $1,293,000 | +9.8% | 6,942 | +5.1% | 0.25% | -2.4% |
Q3 2017 | $1,178,000 | +12.9% | 6,603 | +6.6% | 0.26% | +6.2% |
Q2 2017 | $1,043,000 | +93.5% | 6,195 | +85.6% | 0.24% | +79.1% |
Q1 2017 | $539,000 | +71.7% | 3,338 | +63.9% | 0.13% | +55.8% |
Q4 2016 | $314,000 | +6.1% | 2,036 | +2.7% | 0.09% | 0.0% |
Q3 2016 | $296,000 | +8.8% | 1,983 | 0.0% | 0.09% | +1.2% |
Q2 2016 | $272,000 | -0.4% | 1,983 | -3.4% | 0.08% | -4.5% |
Q1 2016 | $273,000 | -16.0% | 2,053 | -11.7% | 0.09% | -19.8% |
Q4 2015 | $325,000 | +9.4% | 2,324 | +5.0% | 0.11% | +3.7% |
Q3 2015 | $297,000 | -13.4% | 2,213 | 0.0% | 0.11% | -6.1% |
Q2 2015 | $343,000 | +70.6% | 2,213 | +68.5% | 0.11% | +65.2% |
Q1 2015 | $201,000 | – | 1,313 | – | 0.07% | – |
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% |