ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,000 | -16.7% | 72 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $18,000 | -14.3% | 72 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $21,000 | 0.0% | 72 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $21,000 | -4.5% | 72 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $22,000 | 0.0% | 72 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $22,000 | +4.8% | 72 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $21,000 | +31.2% | 72 | 0.0% | 0.02% | +21.4% |
| Q3 2020 | $16,000 | +6.7% | 72 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +36.4% | 72 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $11,000 | -26.7% | 72 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $15,000 | +7.1% | 72 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 72 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $14,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 72 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 72 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $15,000 | +7.1% | 72 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $14,000 | +7.7% | 72 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $13,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 72 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $12,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | -47.8% | 72 | -52.6% | 0.01% | -46.2% |
| Q4 2016 | $23,000 | -20.7% | 152 | -28.3% | 0.03% | -21.2% |
| Q3 2016 | $29,000 | 0.0% | 212 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $29,000 | +3.6% | 212 | 0.0% | 0.03% | +6.5% |
| Q1 2016 | $28,000 | -40.4% | 212 | -37.1% | 0.03% | -26.2% |
| Q4 2015 | $47,000 | +27.0% | 337 | +21.7% | 0.04% | +35.5% |
| Q3 2015 | $37,000 | -28.8% | 277 | -17.8% | 0.03% | -24.4% |
| Q2 2015 | $52,000 | -26.8% | 337 | -27.8% | 0.04% | -19.6% |
| Q1 2015 | $71,000 | -20.2% | 467 | -24.9% | 0.05% | -26.1% |
| Q4 2014 | $89,000 | +9.9% | 622 | 0.0% | 0.07% | +11.3% |
| Q3 2014 | $81,000 | -5.8% | 622 | 0.0% | 0.06% | -6.1% |
| Q2 2014 | $86,000 | +1.2% | 622 | 0.0% | 0.07% | -2.9% |
| Q1 2014 | $85,000 | -5.6% | 622 | -6.7% | 0.07% | +1.5% |
| Q4 2013 | $90,000 | – | 667 | – | 0.07% | – |
Download | ||||||
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% |