ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $635,000 | +8.5% | 2,964 | -2.3% | 0.17% | -2.4% |
Q3 2019 | $585,000 | -52.3% | 3,034 | -50.3% | 0.17% | -52.8% |
Q2 2019 | $1,226,000 | -1.5% | 6,105 | -3.6% | 0.36% | -5.3% |
Q1 2019 | $1,245,000 | +11.8% | 6,330 | -4.5% | 0.38% | -6.4% |
Q4 2018 | $1,114,000 | -21.9% | 6,630 | 0.0% | 0.41% | -11.0% |
Q3 2018 | $1,426,000 | +189.2% | 6,630 | +174.5% | 0.46% | +104.5% |
Q2 2018 | $493,000 | -61.7% | 2,415 | -64.2% | 0.22% | -51.2% |
Q1 2018 | $1,287,000 | +2.1% | 6,755 | 0.0% | 0.46% | +3.2% |
Q4 2017 | $1,261,000 | -3.1% | 6,755 | -7.1% | 0.44% | -13.1% |
Q3 2017 | $1,301,000 | +60.0% | 7,270 | +50.9% | 0.51% | +41.7% |
Q2 2017 | $813,000 | +3.6% | 4,817 | -0.8% | 0.36% | -7.0% |
Q1 2017 | $785,000 | -4.4% | 4,855 | -8.9% | 0.39% | -11.6% |
Q4 2016 | $821,000 | -13.8% | 5,331 | -16.7% | 0.44% | -13.8% |
Q3 2016 | $952,000 | +9.3% | 6,396 | +0.8% | 0.51% | +4.7% |
Q2 2016 | $871,000 | +0.2% | 6,346 | -3.1% | 0.48% | +16.0% |
Q1 2016 | $869,000 | -29.1% | 6,551 | -25.6% | 0.42% | -41.5% |
Q4 2015 | $1,226,000 | +2.5% | 8,806 | -1.3% | 0.71% | -9.0% |
Q3 2015 | $1,196,000 | -52.9% | 8,926 | -45.7% | 0.78% | -47.4% |
Q2 2015 | $2,541,000 | +3.9% | 16,436 | +1.9% | 1.49% | -12.5% |
Q1 2015 | $2,445,000 | +10.3% | 16,131 | +3.7% | 1.70% | -11.5% |
Q4 2014 | $2,216,000 | – | 15,561 | – | 1.92% | – |
Download |
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% |