ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,024 | -7.6% | 1,972 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $478,526 | +7.0% | 1,972 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $447,289 | -1.3% | 1,972 | -6.6% | 0.01% | -7.7% |
| Q4 2022 | $453,113 | +4.6% | 2,112 | +0.7% | 0.01% | -13.3% |
| Q3 2022 | $433,000 | -1.6% | 2,097 | -1.8% | 0.02% | 0.0% |
| Q2 2022 | $440,000 | -28.7% | 2,135 | -11.4% | 0.02% | -21.1% |
| Q1 2022 | $617,000 | -27.9% | 2,411 | -17.5% | 0.02% | -26.9% |
| Q4 2021 | $856,000 | -3.4% | 2,922 | -3.2% | 0.03% | -16.1% |
| Q3 2021 | $886,000 | -2.1% | 3,018 | +3.9% | 0.03% | -13.9% |
| Q2 2021 | $905,000 | +249.4% | 2,905 | +237.4% | 0.04% | +227.3% |
| Q1 2021 | $259,000 | +13.1% | 861 | +7.6% | 0.01% | 0.0% |
| Q4 2020 | $229,000 | +16.2% | 800 | -10.1% | 0.01% | 0.0% |
| Q3 2020 | $197,000 | -17.2% | 890 | -22.8% | 0.01% | -21.4% |
| Q2 2020 | $238,000 | +38.4% | 1,153 | +6.1% | 0.01% | -6.7% |
| Q1 2020 | $172,000 | -4.4% | 1,087 | +29.3% | 0.02% | +15.4% |
| Q4 2019 | $180,000 | +59.3% | 841 | +43.0% | 0.01% | +44.4% |
| Q3 2019 | $113,000 | +162.8% | 588 | +172.2% | 0.01% | +125.0% |
| Q2 2019 | $43,000 | +104.8% | 216 | +103.8% | 0.00% | +100.0% |
| Q1 2019 | $21,000 | -76.9% | 106 | -80.5% | 0.00% | -75.0% |
| Q4 2018 | $91,000 | -45.5% | 544 | -29.8% | 0.01% | -52.9% |
| Q3 2018 | $167,000 | +89.8% | 775 | +79.4% | 0.02% | +70.0% |
| Q2 2018 | $88,000 | -70.2% | 432 | -72.1% | 0.01% | -71.4% |
| Q1 2018 | $295,000 | -43.1% | 1,546 | -44.2% | 0.04% | -43.5% |
| Q4 2017 | $518,000 | -23.0% | 2,772 | -33.4% | 0.06% | -38.0% |
| Q1 2017 | $673,000 | +2826.1% | 4,162 | +2638.2% | 0.10% | +3233.3% |
| Q3 2016 | $23,000 | +9.5% | 152 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | -87.3% | 152 | -87.8% | 0.00% | -89.3% |
| Q1 2016 | $165,000 | -7.3% | 1,247 | -2.7% | 0.03% | -17.6% |
| Q4 2015 | $178,000 | +29.0% | 1,281 | +24.2% | 0.03% | +9.7% |
| Q3 2015 | $138,000 | -38.9% | 1,031 | -29.6% | 0.03% | -36.7% |
| Q2 2015 | $226,000 | +527.8% | 1,465 | +518.1% | 0.05% | +444.4% |
| Q1 2015 | $36,000 | +5.9% | 237 | +0.4% | 0.01% | +12.5% |
| Q4 2014 | $34,000 | +9.7% | 236 | 0.0% | 0.01% | -20.0% |
| Q3 2014 | $31,000 | -6.1% | 236 | 0.0% | 0.01% | -9.1% |
| Q2 2014 | $33,000 | +3.1% | 236 | 0.0% | 0.01% | -15.4% |
| Q1 2014 | $32,000 | +77.8% | 236 | +78.8% | 0.01% | +85.7% |
| Q4 2013 | $18,000 | +5.9% | 132 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $17,000 | +240.0% | 132 | +180.9% | 0.01% | +133.3% |
| Q2 2013 | $5,000 | – | 47 | – | 0.00% | – |
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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% |