ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,299 | -1.0% | 1,014 | 0.0% | 0.06% | -4.5% |
| Q1 2024 | $267,067 | +8.5% | 1,014 | 0.0% | 0.07% | -2.9% |
| Q4 2023 | $246,159 | +7.8% | 1,014 | -0.5% | 0.07% | 0.0% |
| Q3 2023 | $228,409 | -7.7% | 1,019 | 0.0% | 0.07% | -6.8% |
| Q2 2023 | $247,505 | +7.1% | 1,019 | 0.0% | 0.07% | +4.3% |
| Q1 2023 | $231,130 | -0.7% | 1,019 | -6.9% | 0.07% | -10.3% |
| Q4 2022 | $232,852 | +1.7% | 1,095 | 0.0% | 0.08% | -1.3% |
| Q3 2022 | $229,000 | +1.3% | 1,095 | 0.0% | 0.08% | +6.8% |
| Q2 2022 | $226,000 | -19.3% | 1,095 | 0.0% | 0.07% | -3.9% |
| Q1 2022 | $280,000 | -12.8% | 1,095 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $321,000 | 0.0% | 1,095 | 0.0% | 0.08% | -6.0% |
| Q3 2021 | $321,000 | -5.9% | 1,095 | 0.0% | 0.08% | -8.7% |
| Q2 2021 | $341,000 | +3.6% | 1,095 | 0.0% | 0.09% | -5.2% |
| Q1 2021 | $329,000 | +35.4% | 1,095 | 0.0% | 0.10% | +9.0% |
| Q3 2020 | $243,000 | +2.5% | 1,095 | -4.4% | 0.09% | -7.3% |
| Q2 2020 | $237,000 | -5.6% | 1,145 | -2.1% | 0.10% | 0.0% |
| Q4 2019 | $251,000 | +11.6% | 1,170 | 0.0% | 0.10% | +1.1% |
| Q3 2019 | $225,000 | -4.3% | 1,170 | 0.0% | 0.10% | -5.9% |
| Q2 2019 | $235,000 | +2.2% | 1,170 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $230,000 | +11.1% | 1,170 | -5.3% | 0.10% | -1.0% |
| Q4 2018 | $207,000 | -18.8% | 1,235 | 0.0% | 0.10% | -5.5% |
| Q2 2018 | $255,000 | +8.5% | 1,235 | 0.0% | 0.11% | +9.0% |
| Q1 2018 | $235,000 | +1.7% | 1,235 | 0.0% | 0.10% | +4.2% |
| Q4 2017 | $231,000 | +4.5% | 1,235 | 0.0% | 0.10% | 0.0% |
| Q3 2017 | $221,000 | +6.2% | 1,235 | 0.0% | 0.10% | -6.8% |
| Q2 2017 | $208,000 | -99.9% | 1,235 | 0.0% | 0.10% | +13.2% |
| Q1 2017 | $199,650,000 | +108405.4% | 1,235 | 0.0% | 0.09% | -20.9% |
| Q3 2016 | $184,000 | – | 1,235 | – | 0.12% | – |
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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% |