ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $75,000 | +435.7% | 260 | +261.1% | 0.01% | +180.0% |
| Q4 2018 | $14,000 | -12.5% | 72 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | -99.9% | 72 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $13,722,000 | +2.1% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,444,000 | +4.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $12,886,000 | -51.4% | 72 | -54.1% | 0.00% | -42.9% |
| Q2 2017 | $26,497,000 | +4.4% | 157 | -0.6% | 0.01% | -12.5% |
| Q1 2017 | $25,382,000 | -52.5% | 158 | -54.6% | 0.01% | -50.0% |
| Q4 2016 | $53,418,000 | -51.4% | 348 | -29.3% | 0.02% | 0.0% |
| Q3 2016 | $109,892,000 | +101.8% | 492 | +23.6% | 0.02% | 0.0% |
| Q2 2016 | $54,462,000 | +3.4% | 398 | +0.3% | 0.02% | 0.0% |
| Q1 2016 | $52,646,000 | -4.8% | 397 | -0.3% | 0.02% | 0.0% |
| Q4 2015 | $55,296,000 | +4.0% | 398 | 0.0% | 0.02% | -5.9% |
| Q3 2015 | $53,188,000 | -13.3% | 398 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $61,370,000 | +2.0% | 398 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $60,166,000 | +6.4% | 398 | 0.0% | 0.02% | +6.2% |
| Q4 2014 | $56,526,000 | +9.8% | 398 | 0.0% | 0.02% | +6.7% |
| Q3 2014 | $51,488,000 | -6.3% | 398 | +0.3% | 0.02% | -16.7% |
| Q2 2014 | $54,953,000 | +1.7% | 397 | 0.0% | 0.02% | -5.3% |
| Q1 2014 | $54,016,000 | +99929.6% | 397 | 0.0% | 0.02% | +5.6% |
| Q4 2013 | $54,000 | – | 397 | – | 0.02% | – |
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% |