ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,977 | -7.6% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,131 | +7.0% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,143 | +5.7% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $13,376 | +2.9% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -18.8% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $18,000 | -41.9% | 62 | -41.0% | 0.00% | -50.0% |
Q3 2021 | $31,000 | -6.1% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $33,000 | +73.7% | 105 | +69.4% | 0.00% | +33.3% |
Q1 2021 | $19,000 | +5.6% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $18,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $14,000 | +7.7% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $13,000 | +30.0% | 62 | 0.0% | 0.00% | +50.0% |
Q1 2020 | $10,000 | -23.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | -40.9% | 62 | -46.6% | 0.00% | -50.0% |
Q3 2019 | $22,000 | -4.3% | 116 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $23,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $23,000 | +21.1% | 116 | +1.8% | 0.01% | +25.0% |
Q4 2018 | $19,000 | -45.7% | 114 | -33.7% | 0.00% | -42.9% |
Q2 2018 | $35,000 | +6.1% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $33,000 | +3.1% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $32,000 | +3.2% | 172 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $31,000 | +6.9% | 172 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $29,000 | +3.6% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $28,000 | +3.7% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $27,000 | +17.4% | 172 | +13.2% | 0.01% | +133.3% |
Q3 2016 | $23,000 | +155.6% | 152 | +145.2% | 0.00% | 0.0% |
Q2 2016 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $8,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -20.0% | 62 | 0.0% | 0.00% | -25.0% |
Q2 2015 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | +33.3% |
Q1 2015 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% |
Q4 2014 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $8,000 | -27.3% | 62 | -25.3% | 0.00% | -20.0% |
Q2 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | -16.7% |
Q1 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $11,000 | +10.0% | 83 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $10,000 | +11.1% | 83 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $9,000 | – | 83 | – | 0.01% | – |
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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% |