ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 435 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 10.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $278,000 | +2.2% | 1,385 | 0.0% | 0.24% | +1.7% |
Q1 2019 | $272,000 | +16.7% | 1,385 | 0.0% | 0.24% | +9.8% |
Q4 2018 | $233,000 | -21.8% | 1,385 | 0.0% | 0.22% | -7.3% |
Q3 2018 | $298,000 | +9.2% | 1,385 | +3.7% | 0.23% | +5.5% |
Q2 2018 | $273,000 | +7.5% | 1,335 | 0.0% | 0.22% | +3.8% |
Q1 2018 | $254,000 | +2.0% | 1,335 | 0.0% | 0.21% | +0.5% |
Q4 2017 | $249,000 | -27.0% | 1,335 | -30.0% | 0.21% | -31.9% |
Q3 2017 | $341,000 | -86.9% | 1,907 | -87.6% | 0.31% | -87.4% |
Q2 2017 | $2,602,000 | -18.5% | 15,416 | -21.9% | 2.46% | -20.1% |
Q1 2017 | $3,193,000 | +812.3% | 19,750 | +769.7% | 3.08% | +830.5% |
Q4 2016 | $350,000 | +69.9% | 2,271 | +64.0% | 0.33% | +63.1% |
Q3 2016 | $206,000 | +12.0% | 1,385 | 0.0% | 0.20% | +20.1% |
Q1 2016 | $184,000 | -78.0% | 1,385 | -76.9% | 0.17% | -79.6% |
Q4 2015 | $835,000 | -6.6% | 5,993 | -10.2% | 0.83% | +3.0% |
Q3 2015 | $894,000 | +99.6% | 6,674 | +130.1% | 0.80% | +91.9% |
Q2 2015 | $448,000 | -66.0% | 2,901 | -66.7% | 0.42% | -68.1% |
Q1 2015 | $1,319,000 | -4.1% | 8,702 | -9.9% | 1.31% | +2.3% |
Q4 2014 | $1,376,000 | – | 9,661 | – | 1.28% | – |
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% |