ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,450 | -36.5% | 176 | -31.2% | 0.01% | -28.6% |
| Q2 2023 | $62,121 | -17.5% | 256 | -22.9% | 0.01% | -30.0% |
| Q1 2023 | $75,304 | +5.7% | 332 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $71,221 | +34.4% | 332 | +29.7% | 0.01% | +11.1% |
| Q3 2022 | $53,000 | 0.0% | 256 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $53,000 | -19.7% | 256 | -1.2% | 0.01% | -25.0% |
| Q1 2022 | $66,000 | -12.0% | 259 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +44.2% | 256 | +45.5% | 0.01% | 0.0% |
| Q3 2021 | $52,000 | -25.7% | 176 | -22.1% | 0.01% | -29.4% |
| Q2 2021 | $70,000 | +25.0% | 226 | +21.5% | 0.02% | +13.3% |
| Q1 2021 | $56,000 | -5.1% | 186 | -9.7% | 0.02% | -16.7% |
| Q4 2020 | $59,000 | +210.5% | 206 | +139.5% | 0.02% | +157.1% |
| Q3 2020 | $19,000 | +35.7% | 86 | +26.5% | 0.01% | +16.7% |
| Q2 2020 | $14,000 | – | 68 | – | 0.01% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $42,000 | -89.2% | 194 | -90.4% | 0.02% | -86.7% |
| Q3 2019 | $388,000 | -4.0% | 2,014 | +0.1% | 0.11% | -8.9% |
| Q2 2019 | $404,000 | +2.0% | 2,012 | 0.0% | 0.12% | +0.8% |
| Q1 2019 | $396,000 | +17.2% | 2,012 | 0.0% | 0.12% | +5.1% |
| Q4 2018 | $338,000 | -21.9% | 2,012 | 0.0% | 0.12% | -17.0% |
| Q3 2018 | $433,000 | +5.4% | 2,012 | 0.0% | 0.14% | -32.2% |
| Q2 2018 | $411,000 | +5.4% | 2,012 | -1.6% | 0.21% | -1.9% |
| Q1 2018 | $390,000 | +3.7% | 2,045 | +1.6% | 0.21% | +1.9% |
| Q4 2017 | $376,000 | +4.4% | 2,012 | 0.0% | 0.21% | -2.8% |
| Q3 2017 | $360,000 | +4.7% | 2,012 | -1.2% | 0.21% | -0.5% |
| Q2 2017 | $344,000 | +5.8% | 2,037 | +1.2% | 0.22% | +9.7% |
| Q1 2017 | $325,000 | +4.8% | 2,012 | 0.0% | 0.20% | +1.6% |
| Q4 2016 | $310,000 | +3.3% | 2,012 | 0.0% | 0.19% | -4.5% |
| Q3 2016 | $300,000 | +8.7% | 2,012 | 0.0% | 0.20% | +1.0% |
| Q2 2016 | $276,000 | -54.4% | 2,012 | -55.9% | 0.20% | -57.1% |
| Q1 2016 | $605,000 | -4.7% | 4,562 | 0.0% | 0.47% | -2.1% |
| Q4 2015 | $635,000 | -1.4% | 4,562 | -5.1% | 0.48% | -6.1% |
| Q3 2015 | $644,000 | -13.3% | 4,809 | 0.0% | 0.51% | -4.5% |
| Q2 2015 | $743,000 | -23.0% | 4,809 | -24.5% | 0.53% | -21.1% |
| Q1 2015 | $965,000 | +579.6% | 6,368 | +539.4% | 0.67% | +547.1% |
| Q4 2014 | $142,000 | 0.0% | 996 | -9.2% | 0.10% | -16.1% |
| Q3 2014 | $142,000 | – | 1,097 | – | 0.12% | – |
Download | ||||||
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% |