ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $230,000 | +0.9% | 783 | +0.6% | 0.03% | -9.7% |
Q3 2021 | $228,000 | -6.2% | 778 | 0.0% | 0.03% | -32.6% |
Q2 2021 | $243,000 | -8.6% | 778 | -11.5% | 0.05% | -14.8% |
Q1 2021 | $266,000 | +19.3% | 879 | +12.3% | 0.05% | +3.8% |
Q4 2020 | $223,000 | -5.1% | 783 | -34.3% | 0.05% | -25.7% |
Q1 2019 | $235,000 | +16.3% | 1,191 | -0.8% | 0.07% | +7.7% |
Q4 2018 | $202,000 | -22.0% | 1,201 | +0.3% | 0.06% | -13.3% |
Q3 2018 | $259,000 | +6.6% | 1,197 | +0.3% | 0.08% | -2.6% |
Q2 2018 | $243,000 | +0.4% | 1,194 | -8.2% | 0.08% | -6.1% |
Q1 2018 | $242,000 | -5.1% | 1,301 | -3.2% | 0.08% | +3.8% |
Q4 2017 | $255,000 | +6.2% | 1,344 | +1.1% | 0.08% | -13.2% |
Q3 2017 | $240,000 | -20.0% | 1,329 | -25.3% | 0.09% | -30.5% |
Q2 2017 | $300,000 | +6.4% | 1,779 | +0.2% | 0.13% | -3.0% |
Q1 2017 | $282,000 | -1.7% | 1,776 | -2.9% | 0.14% | -19.2% |
Q4 2016 | $287,000 | – | 1,829 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |