ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 722 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,066,000 | +22.5% | 5,154 | -6.2% | 0.52% | +56.8% |
| Q1 2020 | $870,000 | -26.2% | 5,497 | 0.0% | 0.33% | +3.5% |
| Q4 2019 | $1,179,000 | +11.2% | 5,497 | 0.0% | 0.32% | +13.2% |
| Q3 2019 | $1,060,000 | -2.1% | 5,497 | +1.9% | 0.28% | +3.7% |
| Q2 2019 | $1,083,000 | +0.1% | 5,395 | -1.8% | 0.27% | +1.9% |
| Q1 2019 | $1,082,000 | +20.5% | 5,495 | +2.8% | 0.27% | +27.3% |
| Q4 2018 | $898,000 | -22.5% | 5,346 | -0.8% | 0.21% | -11.8% |
| Q3 2018 | $1,159,000 | +10.1% | 5,388 | +4.5% | 0.24% | -2.5% |
| Q2 2018 | $1,053,000 | +5.7% | 5,154 | -1.4% | 0.24% | -16.5% |
| Q1 2018 | $996,000 | +6.5% | 5,225 | 0.0% | 0.29% | +42.0% |
| Q3 2017 | $935,000 | +6.0% | 5,225 | 0.0% | 0.20% | -3.8% |
| Q2 2017 | $882,000 | – | 5,225 | – | 0.21% | – |
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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% |