ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,724,531 | +10.1% | 10,379 | +13.6% | 0.02% | 0.0% |
Q1 2024 | $2,473,538 | +11.4% | 9,136 | +3.7% | 0.02% | +5.9% |
Q4 2023 | $2,221,060 | -0.9% | 8,806 | -11.9% | 0.02% | -15.0% |
Q3 2023 | $2,240,838 | -10.0% | 9,999 | -0.7% | 0.02% | -9.1% |
Q2 2023 | $2,488,675 | +12.3% | 10,065 | +3.0% | 0.02% | +4.8% |
Q1 2023 | $2,216,078 | +351.9% | 9,770 | +18.1% | 0.02% | -16.0% |
Q4 2022 | $490,423 | -72.1% | 8,270 | -2.8% | 0.02% | +25.0% |
Q3 2022 | $1,758,000 | -59.4% | 8,506 | -59.4% | 0.02% | -48.7% |
Q2 2022 | $4,326,000 | -38.9% | 20,969 | -24.2% | 0.04% | -27.8% |
Q1 2022 | $7,077,000 | -8.4% | 27,676 | +5.0% | 0.05% | -6.9% |
Q4 2021 | $7,722,000 | -46.8% | 26,352 | -46.7% | 0.06% | -37.0% |
Q3 2021 | $14,524,000 | +17.1% | 49,472 | +24.3% | 0.09% | -14.8% |
Q2 2021 | $12,404,000 | +4.5% | 39,797 | +0.9% | 0.11% | -4.4% |
Q1 2021 | $11,866,000 | +13.7% | 39,455 | +8.4% | 0.11% | +3.7% |
Q4 2020 | $10,432,000 | +48.7% | 36,388 | +10.8% | 0.11% | +19.8% |
Q3 2020 | $7,014,000 | +1.1% | 32,852 | -2.0% | 0.09% | -5.2% |
Q2 2020 | $6,936,000 | -14.8% | 33,529 | -34.9% | 0.10% | -35.6% |
Q1 2020 | $8,140,000 | -33.4% | 51,470 | -9.7% | 0.15% | -21.6% |
Q4 2019 | $12,215,000 | +0.2% | 57,023 | -9.1% | 0.19% | 0.0% |
Q3 2019 | $12,190,000 | +64.4% | 62,720 | +69.9% | 0.19% | +41.8% |
Q2 2019 | $7,417,000 | +28.7% | 36,922 | +26.1% | 0.13% | +17.5% |
Q1 2019 | $5,763,000 | -12.2% | 29,277 | -22.1% | 0.11% | -27.8% |
Q4 2018 | $6,565,000 | +13.5% | 37,582 | +39.8% | 0.16% | +32.8% |
Q3 2018 | $5,782,000 | +15.4% | 26,885 | +10.5% | 0.12% | +45.1% |
Q2 2018 | $5,009,000 | +11.1% | 24,327 | +2.8% | 0.08% | -53.4% |
Q1 2018 | $4,510,000 | -4.8% | 23,667 | -5.5% | 0.18% | -12.0% |
Q4 2017 | $4,738,000 | -11.9% | 25,039 | -15.9% | 0.20% | +50.4% |
Q3 2017 | $5,378,000 | +21.4% | 29,788 | +13.2% | 0.13% | +10.8% |
Q2 2017 | $4,431,000 | +4.7% | 26,320 | -57.4% | 0.12% | +1.7% |
Q1 2017 | $4,233,000 | +23.1% | 61,758 | +181.3% | 0.12% | +4.4% |
Q4 2016 | $3,440,000 | +5.3% | 21,953 | -0.5% | 0.11% | -15.0% |
Q3 2016 | $3,268,000 | +6.2% | 22,072 | -1.9% | 0.13% | +7.3% |
Q2 2016 | $3,078,000 | +29.1% | 22,500 | +22.7% | 0.12% | +7.8% |
Q1 2016 | $2,384,000 | +35.8% | 18,336 | +45.5% | 0.12% | +36.9% |
Q4 2015 | $1,755,000 | +44.3% | 12,603 | +38.9% | 0.08% | +25.4% |
Q3 2015 | $1,216,000 | +51.8% | 9,073 | +75.2% | 0.07% | +76.3% |
Q2 2015 | $801,000 | +78.8% | 5,180 | +75.3% | 0.04% | +46.2% |
Q1 2015 | $448,000 | +23.1% | 2,955 | +15.5% | 0.03% | +13.0% |
Q4 2014 | $364,000 | -0.8% | 2,559 | -9.6% | 0.02% | -8.0% |
Q3 2014 | $367,000 | +14.3% | 2,831 | +22.0% | 0.02% | -10.7% |
Q2 2014 | $321,000 | +6.3% | 2,321 | +4.4% | 0.03% | -12.5% |
Q1 2014 | $302,000 | -6.5% | 2,223 | -6.6% | 0.03% | -11.1% |
Q4 2013 | $323,000 | – | 2,381 | – | 0.04% | – |
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% |