ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,742,372 | +979.0% | 391,767 | +4845.3% | 0.16% | +485.2% |
| Q2 2023 | $1,922,445 | +59.5% | 7,922 | +49.1% | 0.03% | +35.0% |
| Q1 2023 | $1,205,410 | -51.9% | 5,314 | -61.0% | 0.02% | -4.8% |
| Q4 2022 | $2,505,786 | +82.1% | 13,634 | +104.8% | 0.02% | +75.0% |
| Q3 2022 | $1,375,763 | +96.3% | 6,658 | +96.0% | 0.01% | -20.0% |
| Q2 2022 | $700,848 | +156.7% | 3,397 | +264.1% | 0.02% | +114.3% |
| Q4 2021 | $273,000 | +27.6% | 933 | +28.2% | 0.01% | +16.7% |
| Q3 2021 | $214,000 | -2.3% | 728 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $219,000 | +4.8% | 728 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $209,000 | +1507.7% | 728 | +1133.9% | 0.01% | +800.0% |
| Q3 2020 | $13,000 | -90.8% | 59 | -91.3% | 0.00% | -94.1% |
| Q2 2020 | $141,000 | -2.1% | 681 | -25.1% | 0.02% | -15.0% |
| Q1 2020 | $144,000 | -95.2% | 909 | -35.7% | 0.02% | -39.4% |
| Q4 2019 | $3,027,000 | +526.7% | 1,413 | -43.6% | 0.03% | -47.6% |
| Q3 2019 | $483,000 | -11.4% | 2,506 | -7.7% | 0.06% | -1.6% |
| Q2 2019 | $545,000 | +57.5% | 2,714 | +54.0% | 0.06% | +45.5% |
| Q1 2019 | $346,000 | +3744.4% | 1,762 | +3046.4% | 0.04% | +1366.7% |
| Q4 2018 | $9,000 | -25.0% | 56 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $12,000 | 0.0% | 56 | 0.0% | 0.00% | -55.6% |
| Q2 2018 | $12,000 | +9.1% | 56 | 0.0% | 0.01% | +50.0% |
| Q1 2018 | $11,000 | +22.2% | 56 | 0.0% | 0.01% | +50.0% |
| Q2 2017 | $9,000 | -97.2% | 56 | -97.1% | 0.00% | -97.7% |
| Q1 2017 | $316,000 | -52.5% | 1,954 | -59.7% | 0.17% | -72.5% |
| Q2 2016 | $665,000 | +10983.3% | 4,850 | +10922.7% | 0.63% | +3850.0% |
| Q1 2014 | $6,000 | 0.0% | 44 | 0.0% | 0.02% | +23.1% |
| Q4 2013 | $6,000 | 0.0% | 44 | 0.0% | 0.01% | -50.0% |
| Q3 2013 | $6,000 | +20.0% | 44 | 0.0% | 0.03% | +333.3% |
| Q2 2013 | $5,000 | – | 44 | – | 0.01% | – |
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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% |