ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,255,874 | -21.7% | 16,211 | -19.2% | 0.01% | -22.2% |
| Q1 2024 | $5,434,956 | +76.7% | 20,070 | +46.3% | 0.01% | +12.5% |
| Q3 2023 | $3,075,562 | +37.8% | 13,721 | +57.2% | 0.01% | -20.0% |
| Q1 2022 | $2,232,000 | -59.4% | 8,728 | -50.6% | 0.01% | -52.4% |
| Q2 2021 | $5,504,000 | -3.5% | 17,658 | -6.9% | 0.02% | -36.4% |
| Q1 2021 | $5,704,000 | +904.2% | 18,968 | +639.5% | 0.03% | +312.5% |
| Q3 2020 | $568,000 | -74.6% | 2,565 | -76.3% | 0.01% | -77.8% |
| Q2 2020 | $2,240,000 | -34.4% | 10,829 | -37.6% | 0.04% | 0.0% |
| Q1 2019 | $3,414,000 | +119.4% | 17,359 | +87.5% | 0.04% | +100.0% |
| Q4 2018 | $1,556,000 | +82.2% | 9,259 | +133.1% | 0.02% | +80.0% |
| Q3 2018 | $854,000 | +241.6% | 3,972 | +202.7% | 0.01% | +150.0% |
| Q1 2018 | $250,000 | -76.9% | 1,312 | -77.4% | 0.00% | -78.9% |
| Q4 2017 | $1,084,000 | +235.6% | 5,805 | +221.4% | 0.02% | +216.7% |
| Q3 2017 | $323,000 | -76.5% | 1,806 | -78.8% | 0.01% | -84.2% |
| Q1 2017 | $1,375,000 | +48.5% | 8,508 | +36.8% | 0.04% | -37.7% |
| Q3 2016 | $926,000 | -75.1% | 6,220 | -77.1% | 0.06% | -73.7% |
| Q2 2016 | $3,722,000 | +274.4% | 27,132 | +261.9% | 0.23% | +201.3% |
| Q1 2016 | $994,000 | – | 7,497 | – | 0.08% | – |
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% |