ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $344,000 | +4.9% | 1,104 | +1.2% | 0.02% | -4.0% |
Q1 2021 | $328,000 | +15.5% | 1,091 | +10.3% | 0.02% | +8.7% |
Q4 2020 | $284,000 | +37.9% | 989 | +6.6% | 0.02% | +43.8% |
Q3 2020 | $206,000 | -17.6% | 928 | -22.5% | 0.02% | -15.8% |
Q2 2020 | $250,000 | -25.4% | 1,198 | -23.5% | 0.02% | +46.2% |
Q4 2019 | $335,000 | +20.9% | 1,567 | +8.9% | 0.01% | -55.2% |
Q3 2019 | $277,000 | -8.0% | 1,439 | -4.0% | 0.03% | -3.3% |
Q2 2019 | $301,000 | -15.7% | 1,499 | -17.4% | 0.03% | -23.1% |
Q1 2019 | $357,000 | +7.5% | 1,814 | -8.3% | 0.04% | -4.9% |
Q4 2018 | $332,000 | -37.9% | 1,978 | -20.4% | 0.04% | -29.3% |
Q3 2018 | $535,000 | -93.9% | 2,486 | -94.2% | 0.06% | -90.9% |
Q2 2018 | $8,741,000 | +10.3% | 42,781 | +2.9% | 0.64% | +3.7% |
Q1 2018 | $7,923,000 | -8.7% | 41,575 | -10.5% | 0.61% | -9.0% |
Q4 2017 | $8,677,000 | +4.7% | 46,477 | +0.3% | 0.68% | -8.2% |
Q3 2017 | $8,291,000 | +2654.5% | 46,331 | +2330.8% | 0.74% | +1497.8% |
Q2 2017 | $301,000 | -96.3% | 1,906 | -96.2% | 0.05% | -94.4% |
Q1 2017 | $8,056,000 | +5.1% | 49,877 | +0.2% | 0.82% | -16.1% |
Q4 2016 | $7,664,000 | – | 49,785 | – | 0.98% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cohen Klingenstein LLC | 678,065 | $109,616,000 | 17.54% |
Rinet Co LLC | 138,836 | $22,444,000 | 10.21% |
Corundum Group, Inc. | 33,610 | $5,433,000 | 6.85% |
Bishop & Co Investment Management, LLC | 45,018 | $7,278,000 | 6.66% |
Crestone Asset Management LLC | 81,495 | $13,174,000 | 5.93% |
BARING ASSET MANAGEMENT Ltd | 514,376 | $82,917,000 | 5.80% |
Barber Financial Group, Inc. | 90,982 | $14,708,000 | 5.03% |
JOYN Advisors, Inc. | 95,172 | $15,385,000 | 5.02% |
LBJ Family Wealth Advisors, Ltd. | 32,710 | $5,288,000 | 5.02% |
Ken Stern & Associates, Inc. | 62,534 | $10,300,000 | 4.83% |