ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 647 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,317,701 | -10.6% | 166,485 | -3.3% | 0.11% | -50.7% |
Q2 2023 | $41,764,243 | -18.8% | 172,110 | -24.1% | 0.22% | +99.1% |
Q1 2023 | $51,425,991 | +5.4% | 226,726 | -0.3% | 0.11% | 0.0% |
Q4 2022 | $48,807,590 | +9.8% | 227,520 | +5.8% | 0.11% | -6.0% |
Q3 2022 | $44,433,000 | +0.4% | 215,077 | +0.3% | 0.12% | +2.7% |
Q2 2022 | $44,260,000 | -35.2% | 214,531 | -19.7% | 0.11% | -23.6% |
Q1 2022 | $68,335,000 | -21.0% | 267,195 | -9.5% | 0.15% | -20.4% |
Q4 2021 | $86,481,000 | +2.0% | 295,107 | +2.2% | 0.19% | -10.1% |
Q3 2021 | $84,779,000 | -5.1% | 288,767 | +0.7% | 0.21% | -10.4% |
Q2 2021 | $89,362,000 | +4.3% | 286,702 | +0.6% | 0.23% | -16.6% |
Q1 2021 | $85,683,000 | -12.3% | 284,908 | -16.4% | 0.28% | -12.6% |
Q4 2020 | $97,702,000 | +31.4% | 340,781 | +1.5% | 0.32% | +9.3% |
Q3 2020 | $74,381,000 | +9.8% | 335,777 | +2.5% | 0.29% | -6.1% |
Q2 2020 | $67,762,000 | +81.6% | 327,559 | +38.8% | 0.31% | +46.4% |
Q1 2020 | $37,318,000 | -38.8% | 235,939 | -17.1% | 0.21% | -23.8% |
Q4 2019 | $60,972,000 | +10.1% | 284,622 | -0.9% | 0.28% | -4.2% |
Q3 2019 | $55,373,000 | -4.5% | 287,308 | -0.4% | 0.29% | -8.8% |
Q2 2019 | $57,956,000 | +0.3% | 288,525 | -1.8% | 0.32% | +5.3% |
Q1 2019 | $57,799,000 | +21.3% | 293,904 | +3.7% | 0.30% | +4.2% |
Q4 2018 | $47,633,000 | -36.5% | 283,531 | -18.7% | 0.29% | -21.0% |
Q3 2018 | $74,990,000 | +14.3% | 348,665 | +8.6% | 0.37% | -0.3% |
Q2 2018 | $65,580,000 | +11.5% | 320,951 | +3.9% | 0.37% | -7.8% |
Q1 2018 | $58,842,000 | +4.2% | 308,764 | +2.0% | 0.40% | +7.0% |
Q4 2017 | $56,497,000 | +5.8% | 302,610 | +1.4% | 0.37% | -3.4% |
Q3 2017 | $53,424,000 | +11.0% | 298,527 | +4.7% | 0.38% | +5.5% |
Q2 2017 | $48,139,000 | +2.6% | 285,229 | -1.7% | 0.36% | +0.6% |
Q1 2017 | $46,902,000 | +8.0% | 290,130 | +2.9% | 0.36% | -4.0% |
Q4 2016 | $43,414,000 | +5.4% | 282,023 | +1.9% | 0.38% | -1.6% |
Q3 2016 | $41,191,000 | +6.8% | 276,630 | -1.6% | 0.38% | +2.7% |
Q2 2016 | $38,566,000 | -0.4% | 281,138 | -3.7% | 0.37% | +1.1% |
Q1 2016 | $38,715,000 | -2.8% | 291,939 | +2.1% | 0.37% | -9.3% |
Q4 2015 | $39,811,000 | +13.8% | 285,832 | +9.4% | 0.41% | -7.1% |
Q3 2015 | $34,992,000 | -15.3% | 261,190 | -2.3% | 0.44% | -7.4% |
Q2 2015 | $41,306,000 | +12.5% | 267,215 | +10.3% | 0.47% | +13.1% |
Q1 2015 | $36,702,000 | +13.5% | 242,173 | +6.6% | 0.42% | +8.5% |
Q4 2014 | $32,347,000 | +11.7% | 227,188 | +1.8% | 0.39% | +3.8% |
Q3 2014 | $28,947,000 | -3.5% | 223,198 | +2.9% | 0.37% | -26.6% |
Q2 2014 | $30,011,000 | +8.4% | 216,809 | +6.5% | 0.51% | +0.2% |
Q1 2014 | $27,697,000 | +3.9% | 203,568 | +3.5% | 0.51% | -5.4% |
Q4 2013 | $26,652,000 | +14.2% | 196,682 | +6.0% | 0.54% | +1.1% |
Q3 2013 | $23,347,000 | +29.8% | 185,531 | +15.0% | 0.53% | +19.1% |
Q2 2013 | $17,991,000 | – | 161,343 | – | 0.44% | – |
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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% |