ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $328,000 | -31.8% | 1,953 | -12.7% | 0.01% | -25.0% |
| Q3 2018 | $481,000 | +1.3% | 2,236 | -3.8% | 0.01% | 0.0% |
| Q2 2018 | $475,000 | +27.7% | 2,325 | +19.2% | 0.01% | +14.3% |
| Q1 2018 | $372,000 | +3.3% | 1,951 | +1.3% | 0.01% | 0.0% |
| Q4 2017 | $360,000 | -80.1% | 1,926 | -80.9% | 0.01% | -80.0% |
| Q3 2017 | $1,805,000 | -39.0% | 10,088 | -42.5% | 0.04% | -41.7% |
| Q2 2017 | $2,961,000 | +14.4% | 17,545 | +9.6% | 0.06% | +3.4% |
| Q1 2017 | $2,588,000 | -45.9% | 16,011 | -48.5% | 0.06% | -50.0% |
| Q4 2016 | $4,787,000 | -7.1% | 31,098 | -10.2% | 0.12% | -14.1% |
| Q3 2016 | $5,155,000 | -47.6% | 34,620 | -51.7% | 0.14% | -50.0% |
| Q2 2016 | $9,835,000 | +6.1% | 71,693 | +2.6% | 0.27% | -2.9% |
| Q1 2016 | $9,270,000 | +2.8% | 69,907 | +8.0% | 0.28% | -5.8% |
| Q4 2015 | $9,014,000 | +38.8% | 64,720 | +33.5% | 0.30% | +24.5% |
| Q3 2015 | $6,494,000 | -7.4% | 48,475 | +6.9% | 0.24% | -7.1% |
| Q2 2015 | $7,012,000 | +8.4% | 45,359 | +6.3% | 0.26% | +4.5% |
| Q1 2015 | $6,466,000 | -54.5% | 42,664 | -57.3% | 0.24% | -57.9% |
| Q4 2014 | $14,213,000 | +139.8% | 99,825 | +118.5% | 0.58% | +119.3% |
| Q3 2014 | $5,926,000 | +1317.7% | 45,694 | +1413.0% | 0.26% | +1289.5% |
| Q2 2014 | $418,000 | -3.7% | 3,020 | -5.3% | 0.02% | -13.6% |
| Q1 2014 | $434,000 | -34.6% | 3,188 | -35.0% | 0.02% | -40.5% |
| Q4 2013 | $664,000 | -46.1% | 4,902 | -49.9% | 0.04% | -51.3% |
| Q3 2013 | $1,231,000 | -73.1% | 9,785 | -76.2% | 0.08% | -75.9% |
| Q2 2013 | $4,583,000 | – | 41,103 | – | 0.32% | – |
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% |