ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |