ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 605 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $427,782 | -3.1% | 1,629 | 0.0% | 0.02% | -11.8% |
Q1 2024 | $441,258 | +7.4% | 1,629 | 0.0% | 0.02% | -5.6% |
Q4 2023 | $410,982 | +10.8% | 1,629 | -1.6% | 0.02% | -5.3% |
Q3 2023 | $370,965 | -9.3% | 1,655 | -1.8% | 0.02% | -9.5% |
Q2 2023 | $408,879 | +7.0% | 1,685 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $382,189 | +67.8% | 1,685 | +58.7% | 0.02% | +50.0% |
Q4 2022 | $227,745 | +4.0% | 1,062 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $219,000 | -0.5% | 1,062 | -0.5% | 0.01% | -6.7% |
Q2 2022 | $220,000 | -33.3% | 1,067 | -17.4% | 0.02% | -11.8% |
Q1 2022 | $330,000 | +0.6% | 1,292 | +15.5% | 0.02% | +6.2% |
Q4 2021 | $328,000 | -15.7% | 1,119 | -38.4% | 0.02% | -42.9% |
Q4 2019 | $389,000 | +11.1% | 1,817 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $350,000 | -7.2% | 1,817 | -3.2% | 0.03% | -6.7% |
Q2 2019 | $377,000 | -2.3% | 1,877 | -4.6% | 0.03% | -6.2% |
Q1 2019 | $386,000 | 0.0% | 1,967 | -14.4% | 0.03% | -15.8% |
Q4 2018 | $386,000 | -95.0% | 2,297 | -93.7% | 0.04% | -94.1% |
Q3 2018 | $7,795,000 | -34.2% | 36,244 | -37.5% | 0.64% | -37.4% |
Q2 2018 | $11,842,000 | +16.1% | 57,957 | +8.3% | 1.03% | +10.8% |
Q1 2018 | $10,196,000 | +12.9% | 53,504 | +10.6% | 0.93% | +6.3% |
Q4 2017 | $9,035,000 | +7.1% | 48,395 | +2.6% | 0.87% | -8.3% |
Q3 2017 | $8,438,000 | +15.7% | 47,153 | +9.1% | 0.95% | -1.9% |
Q2 2017 | $7,295,000 | +9.8% | 43,223 | +5.1% | 0.97% | +8.4% |
Q1 2017 | $6,646,000 | +4.5% | 41,108 | -0.5% | 0.89% | +0.2% |
Q4 2016 | $6,361,000 | +43.8% | 41,320 | +39.1% | 0.89% | +40.3% |
Q3 2016 | $4,423,000 | +107.0% | 29,702 | +90.6% | 0.64% | +97.2% |
Q2 2016 | $2,137,000 | +316.6% | 15,580 | +302.6% | 0.32% | +312.8% |
Q1 2016 | $513,000 | -43.9% | 3,870 | -41.0% | 0.08% | -40.5% |
Q4 2015 | $914,000 | -24.3% | 6,560 | -27.2% | 0.13% | -38.2% |
Q3 2015 | $1,207,000 | -90.0% | 9,010 | -88.5% | 0.21% | -86.8% |
Q2 2015 | $12,064,000 | +122.9% | 78,044 | +118.5% | 1.60% | +123.3% |
Q1 2015 | $5,412,000 | -44.6% | 35,711 | -50.3% | 0.72% | -53.7% |
Q1 2014 | $9,777,000 | +13.0% | 71,855 | +12.6% | 1.55% | -6.7% |
Q4 2013 | $8,649,000 | +18.6% | 63,824 | +10.2% | 1.66% | +8.5% |
Q3 2013 | $7,291,000 | – | 57,942 | – | 1.53% | – |
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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% |