ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 480 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $102,951 | -81.1% | 480 | -74.2% | 0.04% | -77.8% |
Q4 2021 | $545,000 | 0.0% | 1,858 | +0.1% | 0.18% | -9.3% |
Q3 2021 | $545,000 | -5.9% | 1,857 | 0.0% | 0.20% | -24.4% |
Q2 2021 | $579,000 | +3.8% | 1,857 | +0.1% | 0.27% | +513.6% |
Q1 2021 | $558,000 | +4.9% | 1,855 | 0.0% | 0.04% | -44.3% |
Q4 2020 | $532,000 | +38.9% | 1,855 | +0.2% | 0.08% | -25.5% |
Q2 2020 | $383,000 | -40.3% | 1,852 | -54.4% | 0.11% | -39.1% |
Q1 2020 | $642,000 | -6.3% | 4,060 | +26.9% | 0.17% | -24.3% |
Q4 2019 | $685,000 | +10.8% | 3,199 | -0.2% | 0.23% | -5.7% |
Q3 2019 | $618,000 | -8.6% | 3,207 | -4.7% | 0.24% | -0.8% |
Q2 2019 | $676,000 | +2.1% | 3,366 | +0.1% | 0.25% | -3.5% |
Q1 2019 | $662,000 | +13.7% | 3,364 | -3.0% | 0.26% | -25.2% |
Q4 2018 | $582,000 | -21.8% | 3,467 | +0.2% | 0.34% | -2.8% |
Q3 2018 | $744,000 | +2.9% | 3,461 | -2.1% | 0.35% | -0.6% |
Q2 2018 | $723,000 | +4.6% | 3,536 | -2.5% | 0.35% | -9.5% |
Q1 2018 | $691,000 | -64.4% | 3,627 | -65.1% | 0.39% | -64.4% |
Q4 2017 | $1,942,000 | +2.6% | 10,400 | -1.7% | 1.10% | +10.8% |
Q3 2017 | $1,893,000 | +5.0% | 10,578 | -0.9% | 0.99% | -13.1% |
Q2 2017 | $1,802,000 | +5.1% | 10,678 | +0.7% | 1.14% | +5.1% |
Q1 2017 | $1,715,000 | +7.2% | 10,606 | +2.1% | 1.08% | +0.4% |
Q4 2016 | $1,600,000 | – | 10,392 | – | 1.08% | – |
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% |