ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $66,000 | -4.3% | 340 | -1.4% | 0.05% | -3.8% |
| Q2 2019 | $69,000 | +3.0% | 345 | +1.5% | 0.05% | 0.0% |
| Q1 2019 | $67,000 | +4.7% | 340 | -10.1% | 0.05% | +10.4% |
| Q4 2018 | $64,000 | -21.0% | 378 | 0.0% | 0.05% | -9.4% |
| Q3 2018 | $81,000 | +5.2% | 378 | 0.0% | 0.05% | -5.4% |
| Q2 2018 | $77,000 | +6.9% | 378 | 0.0% | 0.06% | +107.4% |
| Q1 2018 | $72,000 | +14.3% | 378 | +11.2% | 0.03% | +35.0% |
| Q4 2017 | $63,000 | -7.4% | 340 | -11.0% | 0.02% | -9.1% |
| Q3 2017 | $68,000 | 0.0% | 382 | -5.7% | 0.02% | -8.3% |
| Q2 2017 | $68,000 | +9.7% | 405 | +6.0% | 0.02% | -4.0% |
| Q1 2017 | $62,000 | -7.5% | 382 | -11.6% | 0.02% | 0.0% |
| Q4 2016 | $67,000 | +4.7% | 432 | 0.0% | 0.02% | +8.7% |
| Q3 2016 | $64,000 | +39.1% | 432 | +30.1% | 0.02% | +4.5% |
| Q2 2016 | $46,000 | +21.1% | 332 | +14.5% | 0.02% | +37.5% |
| Q1 2016 | $38,000 | -57.3% | 290 | -54.7% | 0.02% | -65.2% |
| Q4 2015 | $89,000 | +3.5% | 640 | 0.0% | 0.05% | -6.1% |
| Q3 2015 | $86,000 | -13.1% | 640 | 0.0% | 0.05% | +2.1% |
| Q2 2015 | $99,000 | -28.3% | 640 | -29.6% | 0.05% | -38.5% |
| Q1 2015 | $138,000 | +79.2% | 909 | +68.3% | 0.08% | +36.8% |
| Q4 2014 | $77,000 | – | 540 | – | 0.06% | – |
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% |