ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $758,000 | -2.9% | 2,963 | +11.2% | 0.07% | +5.7% |
| Q4 2021 | $781,000 | -6.1% | 2,664 | 0.0% | 0.07% | -17.6% |
| Q3 2021 | $832,000 | +0.2% | 2,664 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $830,000 | +3.6% | 2,664 | 0.0% | 0.09% | -27.1% |
| Q1 2021 | $801,000 | +19.4% | 2,664 | +13.8% | 0.12% | +10.3% |
| Q4 2020 | $671,000 | +48.8% | 2,340 | +15.0% | 0.11% | +30.5% |
| Q3 2020 | $451,000 | +7.1% | 2,035 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $421,000 | +30.7% | 2,035 | 0.0% | 0.08% | +7.8% |
| Q1 2020 | $322,000 | -26.1% | 2,035 | 0.0% | 0.08% | -10.5% |
| Q4 2019 | $436,000 | +11.2% | 2,035 | 0.0% | 0.09% | +6.2% |
| Q3 2019 | $392,000 | -4.2% | 2,035 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $409,000 | +2.2% | 2,035 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $400,000 | +17.0% | 2,035 | 0.0% | 0.08% | +6.4% |
| Q4 2018 | $342,000 | -21.9% | 2,035 | 0.0% | 0.08% | -12.4% |
| Q3 2018 | $438,000 | -45.8% | 2,035 | -48.5% | 0.09% | -44.4% |
| Q2 2018 | $808,000 | +7.2% | 3,955 | 0.0% | 0.16% | +3.2% |
| Q1 2018 | $754,000 | +13.0% | 3,955 | +10.8% | 0.16% | +14.8% |
| Q4 2017 | $667,000 | +82.2% | 3,570 | +74.6% | 0.14% | +73.1% |
| Q3 2017 | $366,000 | +6.1% | 2,045 | 0.0% | 0.08% | -1.3% |
| Q2 2017 | $345,000 | +4.2% | 2,045 | 0.0% | 0.08% | -3.7% |
| Q1 2017 | $331,000 | +5.1% | 2,045 | 0.0% | 0.08% | -6.8% |
| Q4 2016 | $315,000 | +3.3% | 2,045 | 0.0% | 0.09% | +1.1% |
| Q3 2016 | $305,000 | -1.3% | 2,045 | -9.1% | 0.09% | -6.5% |
| Q2 2016 | $309,000 | +14.0% | 2,250 | +10.0% | 0.09% | 0.0% |
| Q1 2016 | $271,000 | -4.9% | 2,045 | 0.0% | 0.09% | -10.6% |
| Q4 2015 | $285,000 | +4.0% | 2,045 | 0.0% | 0.10% | +1.0% |
| Q3 2015 | $274,000 | -13.3% | 2,045 | 0.0% | 0.10% | -6.4% |
| Q2 2015 | $316,000 | +1.9% | 2,045 | 0.0% | 0.11% | -0.9% |
| Q1 2015 | $310,000 | +6.5% | 2,045 | 0.0% | 0.11% | +3.7% |
| Q4 2014 | $291,000 | -12.1% | 2,045 | -19.8% | 0.11% | -20.7% |
| Q3 2014 | $331,000 | -6.2% | 2,550 | 0.0% | 0.14% | -1.5% |
| Q2 2014 | $353,000 | +61.9% | 2,550 | +59.4% | 0.14% | +42.7% |
| Q1 2014 | $218,000 | +0.5% | 1,600 | 0.0% | 0.10% | -1.0% |
| Q4 2013 | $217,000 | – | 1,600 | – | 0.10% | – |
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% |