ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 619 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $16,000 | +6.7% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +25.0% | 54 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $12,000 | +9.1% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -93.4% | 54 | -91.5% | 0.00% | -93.3% |
| Q4 2019 | $136,000 | +11.5% | 634 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $122,000 | +25.8% | 634 | +31.0% | 0.03% | +15.4% |
| Q2 2019 | $97,000 | +781.8% | 484 | +796.3% | 0.03% | +766.7% |
| Q1 2019 | $11,000 | +22.2% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -89.7% | 54 | -86.6% | 0.00% | -89.7% |
| Q3 2018 | $87,000 | +148.6% | 404 | +136.3% | 0.03% | +107.1% |
| Q2 2018 | $35,000 | – | 171 | – | 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% |