ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 631 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,670 | -8.2% | 1,212 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $295,803 | +7.0% | 1,219 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $276,494 | +5.7% | 1,219 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $261,500 | +1.0% | 1,219 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $259,000 | +40.8% | 1,253 | +40.2% | 0.00% | 0.0% |
| Q2 2022 | $184,000 | -19.7% | 894 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $229,000 | -18.2% | 894 | -6.3% | 0.00% | 0.0% |
| Q4 2021 | $280,000 | 0.0% | 954 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | -10.5% | 954 | -5.0% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | +3.6% | 1,004 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +10.2% | 1,004 | +5.2% | 0.00% | 0.0% |
| Q4 2020 | $274,000 | +29.9% | 954 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $211,000 | +7.1% | 954 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $197,000 | +44.9% | 954 | +10.9% | 0.00% | 0.0% |
| Q1 2020 | $136,000 | -77.4% | 860 | -69.4% | 0.00% | -75.0% |
| Q4 2019 | $602,000 | +60.1% | 2,809 | +44.1% | 0.00% | +33.3% |
| Q3 2019 | $376,000 | -3.8% | 1,949 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $391,000 | +5485.7% | 1,949 | +5167.6% | 0.00% | – |
| Q1 2019 | $7,000 | -65.0% | 37 | -60.6% | 0.00% | – |
| Q3 2018 | $20,000 | -80.8% | 94 | -81.5% | 0.00% | -100.0% |
| Q2 2018 | $104,000 | +766.7% | 507 | +510.8% | 0.00% | – |
| Q4 2015 | $12,000 | -83.3% | 83 | -82.2% | 0.00% | – |
| Q2 2015 | $72,000 | +2.9% | 465 | 0.0% | 0.00% | – |
| Q1 2015 | $70,000 | -34.0% | 465 | -37.6% | 0.00% | – |
| Q4 2014 | $106,000 | +76.7% | 745 | +60.2% | 0.00% | – |
| Q3 2014 | $60,000 | -31.8% | 465 | -26.8% | 0.00% | – |
| Q2 2014 | $88,000 | – | 635 | – | 0.00% | – |
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% |