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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,089,000 | +102.6% | 15,708 | +73.1% | 0.05% | +77.8% |
| Q4 2018 | $1,525,000 | -13.0% | 9,077 | +11.4% | 0.03% | 0.0% |
| Q3 2018 | $1,753,000 | +133.4% | 8,148 | +121.7% | 0.03% | +107.7% |
| Q2 2018 | $751,000 | +136.9% | 3,675 | +120.9% | 0.01% | +116.7% |
| Q1 2018 | $317,000 | -0.3% | 1,664 | -6.5% | 0.01% | 0.0% |
| Q3 2017 | $318,000 | +6.0% | 1,779 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $300,000 | +4.2% | 1,779 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $288,000 | -31.8% | 1,779 | -35.1% | 0.01% | -33.3% |
| Q4 2016 | $422,000 | -13.2% | 2,740 | -16.0% | 0.01% | -18.2% |
| Q3 2016 | $486,000 | -0.8% | 3,263 | -8.7% | 0.01% | -8.3% |
| Q2 2016 | $490,000 | -6.7% | 3,573 | -9.7% | 0.01% | -7.7% |
| Q1 2016 | $525,000 | -61.5% | 3,959 | -59.5% | 0.01% | -62.9% |
| Q4 2015 | $1,363,000 | +2.7% | 9,787 | -1.2% | 0.04% | -5.4% |
| Q3 2015 | $1,327,000 | -13.6% | 9,907 | -0.3% | 0.04% | -9.8% |
| Q2 2015 | $1,536,000 | +1.5% | 9,935 | -0.5% | 0.04% | 0.0% |
| Q1 2015 | $1,513,000 | +11.2% | 9,985 | +4.4% | 0.04% | +10.8% |
| Q4 2014 | $1,361,000 | -11.8% | 9,562 | -19.6% | 0.04% | -17.8% |
| Q3 2014 | $1,543,000 | -7.2% | 11,892 | -1.0% | 0.04% | -6.2% |
| Q2 2014 | $1,663,000 | -7.0% | 12,013 | -8.7% | 0.05% | -11.1% |
| Q1 2014 | $1,789,000 | -3.7% | 13,151 | -4.1% | 0.05% | -3.6% |
| Q4 2013 | $1,858,000 | +10.9% | 13,708 | +2.9% | 0.06% | -5.1% |
| Q3 2013 | $1,676,000 | -26.7% | 13,317 | -35.1% | 0.06% | -29.8% |
| Q2 2013 | $2,288,000 | – | 20,521 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |