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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,102,000 | -93.8% | 9,900 | -91.7% | 1.08% | -82.9% |
| Q4 2020 | $33,852,000 | +48.4% | 119,829 | +16.4% | 6.29% | +38.5% |
| Q3 2020 | $22,808,000 | +6.0% | 102,962 | -1.0% | 4.54% | -24.4% |
| Q2 2020 | $21,522,000 | +69.7% | 104,033 | +75.7% | 6.01% | +74.8% |
| Q4 2019 | $12,686,000 | -66.5% | 59,220 | -66.4% | 3.44% | -79.7% |
| Q3 2018 | $37,869,000 | +22.1% | 176,074 | +16.0% | 16.95% | +22.3% |
| Q2 2018 | $31,026,000 | +101.7% | 151,844 | +88.1% | 13.86% | +94.1% |
| Q1 2018 | $15,384,000 | -45.0% | 80,726 | -46.1% | 7.14% | -39.9% |
| Q4 2017 | $27,984,000 | +374.5% | 149,885 | +310.8% | 11.88% | +284.5% |
| Q1 2017 | $5,898,000 | -63.8% | 36,485 | -65.5% | 3.09% | -63.5% |
| Q4 2016 | $16,279,000 | +499.8% | 105,750 | +145.6% | 8.46% | +567.4% |
| Q3 2016 | $2,714,000 | +12.0% | 43,061 | +138.1% | 1.27% | -51.9% |
| Q3 2015 | $2,423,000 | -72.8% | 18,089 | -68.6% | 2.64% | -47.3% |
| Q2 2015 | $8,918,000 | -99.9% | 57,694 | +3.0% | 5.00% | +11.3% |
| Q1 2015 | $8,491,801,000 | +309.9% | 56,033 | +285.1% | 4.49% | +361.4% |
| Q4 2014 | $2,071,771,000 | -38.0% | 14,551 | -40.7% | 0.97% | -36.0% |
| Q1 2014 | $3,341,361,000 | +75325.8% | 24,558 | -24.9% | 1.52% | -37.8% |
| Q4 2013 | $4,430,000 | – | 32,697 | – | 2.45% | – |
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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% |