ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $388,000 | +30.6% | 1,875 | 0.0% | 0.13% | +15.0% |
| Q1 2020 | $297,000 | -27.0% | 1,875 | -1.3% | 0.11% | -8.9% |
| Q4 2019 | $407,000 | +11.2% | 1,900 | 0.0% | 0.12% | +6.0% |
| Q3 2019 | $366,000 | -4.2% | 1,900 | 0.0% | 0.12% | -4.9% |
| Q2 2019 | $382,000 | +2.1% | 1,900 | 0.0% | 0.12% | +8.8% |
| Q1 2019 | $374,000 | +17.2% | 1,900 | 0.0% | 0.11% | +10.8% |
| Q4 2018 | $319,000 | -22.0% | 1,900 | 0.0% | 0.10% | -11.3% |
| Q3 2018 | $409,000 | +5.4% | 1,900 | 0.0% | 0.12% | +1.8% |
| Q2 2018 | $388,000 | +7.2% | 1,900 | 0.0% | 0.11% | +13.0% |
| Q1 2018 | $362,000 | +2.0% | 1,900 | 0.0% | 0.10% | +4.2% |
| Q4 2017 | $355,000 | +4.4% | 1,900 | 0.0% | 0.10% | -22.0% |
| Q3 2017 | $340,000 | +5.9% | 1,900 | 0.0% | 0.12% | +12.8% |
| Q2 2017 | $321,000 | +55.8% | 1,900 | +42.9% | 0.11% | +55.7% |
| Q2 2015 | $206,000 | +2.0% | 1,330 | 0.0% | 0.07% | +6.1% |
| Q1 2015 | $202,000 | – | 1,330 | – | 0.07% | – |
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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% |