ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,539,117 | -11.5% | 33,634 | -4.2% | 0.05% | +6.5% |
| Q2 2023 | $8,518,154 | +5.4% | 35,103 | -1.5% | 0.05% | +2.2% |
| Q1 2023 | $8,080,785 | +3.5% | 35,626 | -2.1% | 0.04% | +2.3% |
| Q4 2022 | $7,807,507 | -0.1% | 36,395 | -3.8% | 0.04% | -4.3% |
| Q3 2022 | $7,816,000 | -4.5% | 37,833 | -4.6% | 0.05% | +2.2% |
| Q2 2022 | $8,181,000 | -18.5% | 39,654 | +1.0% | 0.04% | -8.2% |
| Q1 2022 | $10,044,000 | -14.5% | 39,274 | -2.0% | 0.05% | -9.3% |
| Q4 2021 | $11,747,000 | -0.1% | 40,086 | +0.0% | 0.05% | -8.5% |
| Q3 2021 | $11,764,000 | -7.9% | 40,070 | -2.2% | 0.06% | -7.8% |
| Q2 2021 | $12,768,000 | -7.5% | 40,963 | -10.7% | 0.06% | -15.8% |
| Q1 2021 | $13,802,000 | +6.4% | 45,894 | +1.4% | 0.08% | -2.6% |
| Q4 2020 | $12,974,000 | +14.4% | 45,252 | -11.6% | 0.08% | +5.4% |
| Q3 2020 | $11,336,000 | -2.8% | 51,175 | -9.2% | 0.07% | -12.9% |
| Q2 2020 | $11,666,000 | +38.7% | 56,391 | +6.0% | 0.08% | +23.2% |
| Q1 2020 | $8,412,000 | -22.3% | 53,182 | +5.2% | 0.07% | -1.4% |
| Q4 2019 | $10,826,000 | +19.7% | 50,535 | +7.7% | 0.07% | +11.1% |
| Q3 2019 | $9,044,000 | -4.5% | 46,925 | -0.5% | 0.06% | +1.6% |
| Q2 2019 | $9,470,000 | -44.2% | 47,146 | -45.3% | 0.06% | -47.9% |
| Q1 2019 | $16,961,000 | +1856.3% | 86,243 | +92.6% | 0.12% | +1600.0% |
| Q4 2018 | $867,000 | -96.0% | 44,771 | -56.1% | 0.01% | -95.5% |
| Q3 2018 | $21,916,000 | +9.9% | 101,895 | +4.4% | 0.15% | +3.4% |
| Q2 2018 | $19,947,000 | +51.2% | 97,624 | +41.0% | 0.15% | +47.5% |
| Q1 2018 | $13,191,000 | +7.3% | 69,217 | +5.9% | 0.10% | +4.1% |
| Q4 2017 | $12,298,000 | +10.1% | 65,345 | +4.7% | 0.10% | +2.1% |
| Q3 2017 | $11,170,000 | +11.6% | 62,418 | +5.2% | 0.10% | +5.6% |
| Q2 2017 | $10,010,000 | +14.8% | 59,312 | +10.0% | 0.09% | +11.1% |
| Q1 2017 | $8,720,000 | +4.5% | 53,942 | -0.5% | 0.08% | 0.0% |
| Q4 2016 | $8,342,000 | +2.4% | 54,189 | -0.9% | 0.08% | +2.5% |
| Q3 2016 | $8,145,000 | +45.5% | 54,700 | +33.8% | 0.08% | +38.6% |
| Q2 2016 | $5,599,000 | -6.9% | 40,869 | -9.9% | 0.06% | -13.6% |
| Q1 2016 | $6,014,000 | -23.6% | 45,354 | -19.7% | 0.07% | -27.5% |
| Q4 2015 | $7,871,000 | +234.5% | 56,511 | +221.8% | 0.09% | +225.0% |
| Q3 2015 | $2,353,000 | -54.0% | 17,562 | -47.0% | 0.03% | -52.5% |
| Q2 2015 | $5,120,000 | +14.3% | 33,119 | +8.8% | 0.06% | +7.3% |
| Q1 2015 | $4,479,000 | -26.9% | 30,453 | -29.3% | 0.06% | +19.6% |
| Q4 2014 | $6,130,000 | +106.7% | 43,050 | +88.3% | 0.05% | -9.8% |
| Q3 2014 | $2,965,000 | -7.3% | 22,865 | -1.1% | 0.05% | -13.6% |
| Q2 2014 | $3,199,000 | -27.3% | 23,111 | -28.6% | 0.06% | -37.2% |
| Q1 2014 | $4,401,000 | +1757.0% | 32,349 | +1748.5% | 0.09% | +1075.0% |
| Q4 2013 | $237,000 | -94.2% | 1,750 | -94.6% | 0.01% | -93.8% |
| Q3 2013 | $4,073,000 | +3.0% | 32,367 | -8.7% | 0.13% | +23.8% |
| Q2 2013 | $3,953,000 | – | 35,450 | – | 0.10% | – |
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% |