ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 617 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,188,000 | +14.3% | 6,041 | -2.4% | 0.19% | +2.7% |
| Q4 2018 | $1,039,000 | -31.7% | 6,189 | -12.5% | 0.19% | -21.2% |
| Q3 2018 | $1,522,000 | +2.3% | 7,073 | -2.9% | 0.24% | 0.0% |
| Q2 2018 | $1,488,000 | +2.8% | 7,285 | -4.1% | 0.24% | +4.9% |
| Q1 2018 | $1,448,000 | -7.7% | 7,595 | -9.6% | 0.22% | -5.5% |
| Q4 2017 | $1,569,000 | +0.4% | 8,403 | -3.7% | 0.24% | +0.4% |
| Q3 2017 | $1,563,000 | +3.6% | 8,730 | -2.4% | 0.24% | +3.0% |
| Q2 2017 | $1,509,000 | -0.5% | 8,941 | -4.6% | 0.23% | -3.0% |
| Q1 2017 | $1,516,000 | +2.2% | 9,376 | -2.6% | 0.24% | +5.3% |
| Q4 2016 | $1,483,000 | +0.1% | 9,631 | -3.2% | 0.22% | -1.3% |
| Q3 2016 | $1,481,000 | -23.1% | 9,949 | -26.4% | 0.23% | -14.3% |
| Q4 2014 | $1,925,000 | +8.1% | 13,525 | -1.5% | 0.27% | +8.6% |
| Q3 2014 | $1,781,000 | -11.9% | 13,731 | -5.9% | 0.24% | -11.2% |
| Q2 2014 | $2,021,000 | -11.3% | 14,594 | -12.9% | 0.28% | -1.4% |
| Q1 2014 | $2,279,000 | -11.9% | 16,757 | -12.2% | 0.28% | -10.8% |
| Q4 2013 | $2,586,000 | +2.0% | 19,086 | -5.3% | 0.31% | -3.1% |
| Q3 2013 | $2,536,000 | -0.4% | 20,158 | -11.7% | 0.32% | +4.2% |
| Q2 2013 | $2,546,000 | – | 22,827 | – | 0.31% | – |
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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% |