ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 722 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $47,335,262 | -3.6% | 180,304 | -0.6% | 0.05% | -5.6% |
Q1 2024 | $49,121,905 | +6.0% | 181,395 | -1.3% | 0.05% | -37.2% |
Q4 2023 | $46,337,102 | -14.6% | 183,717 | -24.1% | 0.09% | +19.4% |
Q3 2023 | $54,235,744 | +21.0% | 241,962 | +31.0% | 0.07% | +20.0% |
Q2 2023 | $44,824,739 | +5.5% | 184,722 | -1.4% | 0.06% | -1.6% |
Q1 2023 | $42,480,777 | -5.6% | 187,288 | -10.7% | 0.06% | -10.3% |
Q4 2022 | $44,982,054 | +51.0% | 209,687 | +45.4% | 0.07% | +30.8% |
Q3 2022 | $29,797,000 | -19.7% | 144,232 | -19.8% | 0.05% | -14.8% |
Q2 2022 | $37,093,000 | -5.2% | 179,793 | +17.5% | 0.06% | 0.0% |
Q1 2022 | $39,126,000 | +148.9% | 152,985 | +185.2% | 0.06% | +144.0% |
Q4 2021 | $15,718,000 | -1.5% | 53,635 | -1.4% | 0.02% | -10.7% |
Q3 2021 | $15,964,000 | -8.4% | 54,374 | -2.7% | 0.03% | -9.7% |
Q2 2021 | $17,422,000 | -24.4% | 55,892 | -27.0% | 0.03% | -32.6% |
Q1 2021 | $23,034,000 | -2.0% | 76,591 | -6.6% | 0.05% | -11.5% |
Q4 2020 | $23,516,000 | +93.4% | 82,024 | +49.5% | 0.05% | +62.5% |
Q3 2020 | $12,157,000 | -27.4% | 54,882 | -32.2% | 0.03% | -33.3% |
Q2 2020 | $16,748,000 | +120.4% | 80,961 | +68.5% | 0.05% | +77.8% |
Q1 2020 | $7,598,000 | -25.6% | 48,035 | +0.8% | 0.03% | -12.9% |
Q4 2019 | $10,209,000 | +14.5% | 47,655 | +3.0% | 0.03% | +6.9% |
Q3 2019 | $8,919,000 | -3.9% | 46,276 | +0.1% | 0.03% | -6.5% |
Q2 2019 | $9,282,000 | +4.2% | 46,211 | +2.1% | 0.03% | -3.1% |
Q1 2019 | $8,905,000 | +24.8% | 45,279 | +6.6% | 0.03% | +10.3% |
Q4 2018 | $7,133,000 | -17.3% | 42,459 | +5.9% | 0.03% | -9.4% |
Q3 2018 | $8,624,000 | -5.5% | 40,098 | -10.2% | 0.03% | -11.1% |
Q2 2018 | $9,124,000 | +10.1% | 44,658 | +2.7% | 0.04% | +5.9% |
Q1 2018 | $8,289,000 | -0.1% | 43,501 | -2.1% | 0.03% | -5.6% |
Q4 2017 | $8,294,000 | +7.4% | 44,427 | +3.0% | 0.04% | 0.0% |
Q3 2017 | $7,720,000 | +15.7% | 43,137 | +9.2% | 0.04% | +5.9% |
Q2 2017 | $6,670,000 | -0.3% | 39,519 | -4.5% | 0.03% | -8.1% |
Q1 2017 | $6,688,000 | +11.9% | 41,368 | +6.6% | 0.04% | +2.8% |
Q4 2016 | $5,976,000 | +3.6% | 38,820 | +0.2% | 0.04% | -2.7% |
Q3 2016 | $5,771,000 | +9.1% | 38,756 | +0.5% | 0.04% | -2.6% |
Q2 2016 | $5,288,000 | -7.0% | 38,547 | -10.1% | 0.04% | -13.6% |
Q1 2016 | $5,685,000 | -3.2% | 42,867 | +1.7% | 0.04% | -8.3% |
Q4 2015 | $5,871,000 | +4.6% | 42,153 | +0.6% | 0.05% | -4.0% |
Q3 2015 | $5,615,000 | +476.5% | 41,913 | +552.1% | 0.05% | +455.6% |
Q1 2015 | $974,000 | +21.4% | 6,427 | +14.1% | 0.01% | +12.5% |
Q4 2014 | $802,000 | +15.6% | 5,631 | +5.3% | 0.01% | 0.0% |
Q3 2014 | $694,000 | +21.8% | 5,349 | +29.9% | 0.01% | +14.3% |
Q2 2014 | $570,000 | +4.6% | 4,117 | +2.8% | 0.01% | -12.5% |
Q1 2014 | $545,000 | +16.0% | 4,004 | +15.6% | 0.01% | 0.0% |
Q4 2013 | $470,000 | +64.9% | 3,465 | +52.8% | 0.01% | +33.3% |
Q3 2013 | $285,000 | -14.7% | 2,268 | -24.2% | 0.01% | -25.0% |
Q2 2013 | $334,000 | – | 2,991 | – | 0.01% | – |
Download |
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% |