ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 605 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,452,296,000 | -28.9% | 14,597 | -9.0% | 5.96% | -12.8% |
| Q3 2018 | $3,448,807,000 | -0.3% | 16,035 | -5.3% | 6.84% | +2.7% |
| Q2 2018 | $3,458,081,000 | +14.1% | 16,924 | +6.5% | 6.66% | +72.9% |
| Q1 2018 | $3,029,681,000 | +6.1% | 15,898 | +4.0% | 3.85% | +25.9% |
| Q4 2017 | $2,854,269,000 | +2.6% | 15,288 | -1.6% | 3.06% | -9.8% |
| Q3 2017 | $2,781,038,000 | +94.5% | 15,540 | +83.4% | 3.39% | +101.7% |
| Q2 2017 | $1,430,156,000 | +230.8% | 8,474 | +216.9% | 1.68% | +241.2% |
| Q1 2017 | $432,278,000 | +229.6% | 2,674 | +213.8% | 0.49% | +242.4% |
| Q4 2016 | $131,156,000 | -76.0% | 852 | -76.8% | 0.14% | -64.9% |
| Q3 2016 | $547,207,000 | – | 3,675 | – | 0.41% | – |
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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% |