ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 435 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 10.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,881 | -75.7% | 169 | -69.0% | 0.02% | -93.0% |
| Q4 2020 | $156,000 | +28.9% | 545 | 0.0% | 0.26% | +10.7% |
| Q3 2020 | $121,000 | +7.1% | 545 | 0.0% | 0.23% | -17.1% |
| Q2 2020 | $113,000 | +31.4% | 545 | 0.0% | 0.28% | +17.6% |
| Q1 2020 | $86,000 | -26.5% | 545 | 0.0% | 0.24% | -36.4% |
| Q4 2019 | $117,000 | +11.4% | 545 | 0.0% | 0.38% | +6.2% |
| Q3 2019 | $105,000 | -3.7% | 545 | 0.0% | 0.35% | -4.8% |
| Q2 2019 | $109,000 | +1.9% | 545 | 0.0% | 0.37% | -2.1% |
| Q1 2019 | $107,000 | +16.3% | 545 | 0.0% | 0.38% | +8.0% |
| Q4 2018 | $92,000 | -21.4% | 545 | 0.0% | 0.35% | -12.2% |
| Q3 2018 | $117,000 | +5.4% | 545 | 0.0% | 0.40% | -3.6% |
| Q2 2018 | $111,000 | +6.7% | 545 | 0.0% | 0.42% | +0.7% |
| Q1 2018 | $104,000 | +2.0% | 545 | 0.0% | 0.41% | +2.5% |
| Q4 2017 | $102,000 | +4.1% | 545 | 0.0% | 0.40% | -2.9% |
| Q3 2017 | $98,000 | +6.5% | 545 | 0.0% | 0.42% | -5.3% |
| Q2 2017 | $92,000 | +4.5% | 545 | 0.0% | 0.44% | +6.6% |
| Q1 2017 | $88,000 | +4.8% | 545 | 0.0% | 0.41% | -1.4% |
| Q4 2016 | $84,000 | +3.7% | 545 | 0.0% | 0.42% | -1.4% |
| Q3 2016 | $81,000 | +8.0% | 545 | 0.0% | 0.42% | +6.0% |
| Q2 2016 | $75,000 | +4.2% | 545 | 0.0% | 0.40% | +0.5% |
| Q1 2016 | $72,000 | -5.3% | 545 | 0.0% | 0.40% | -11.2% |
| Q4 2015 | $76,000 | +4.1% | 545 | 0.0% | 0.45% | +4.4% |
| Q3 2015 | $73,000 | -13.1% | 545 | 0.0% | 0.43% | -19.2% |
| Q2 2015 | $84,000 | +1.2% | 545 | 0.0% | 0.53% | -3.3% |
| Q1 2015 | $83,000 | +6.4% | 545 | 0.0% | 0.55% | +3.2% |
| Q4 2014 | $78,000 | +9.9% | 545 | 0.0% | 0.53% | -2.9% |
| Q3 2014 | $71,000 | -5.3% | 545 | 0.0% | 0.55% | -7.4% |
| Q2 2014 | $75,000 | +1.4% | 545 | 0.0% | 0.59% | -0.2% |
| Q1 2014 | $74,000 | 0.0% | 545 | 0.0% | 0.59% | -18.8% |
| Q4 2013 | $74,000 | – | 545 | – | 0.73% | – |
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% |