ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 332 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 3.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,334 | -82.1% | 5,080 | -81.6% | 0.07% | -83.5% |
| Q1 2024 | $7,464 | +282.8% | 27,564 | +256.4% | 0.40% | +565.0% |
| Q4 2023 | $1,950 | -80.3% | 7,733 | -82.5% | 0.06% | -87.1% |
| Q3 2023 | $9,897 | +603.4% | 44,155 | +661.4% | 0.46% | +660.7% |
| Q2 2023 | $1,407 | -83.7% | 5,799 | -84.8% | 0.06% | -82.6% |
| Q1 2023 | $8,646 | -99.4% | 38,117 | +412.0% | 0.35% | +321.7% |
| Q3 2022 | $1,538,000 | -75.5% | 7,445 | -65.1% | 0.08% | -67.1% |
| Q3 2021 | $6,268,000 | -44.5% | 21,348 | -41.1% | 0.25% | -55.3% |
| Q2 2021 | $11,296,000 | +5357.0% | 36,240 | +5175.1% | 0.56% | +5027.3% |
| Q1 2021 | $207,000 | -94.8% | 687 | -96.2% | 0.01% | -96.3% |
| Q3 2020 | $4,005,000 | +893.8% | 18,081 | +702.9% | 0.30% | +590.7% |
| Q3 2017 | $403,000 | +1243.3% | 2,252 | +1031.7% | 0.04% | +1333.3% |
| Q3 2016 | $30,000 | – | 199 | +19800.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $24,266,000 | – | 179,068 | – | 2.73% | – |
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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% |