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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,924,000 | -10.7% | 9,325 | +10.7% | 0.56% | +25.9% |
| Q1 2022 | $2,154,000 | -14.9% | 8,423 | -2.5% | 0.44% | -10.5% |
| Q4 2021 | $2,532,000 | -0.0% | 8,640 | +0.1% | 0.50% | -11.6% |
| Q3 2021 | $2,533,000 | -2.5% | 8,628 | 0.0% | 0.56% | -1.4% |
| Q2 2021 | $2,599,000 | -2.5% | 8,628 | -2.6% | 0.57% | -8.5% |
| Q1 2021 | $2,665,000 | +4.6% | 8,861 | -0.3% | 0.62% | +7.4% |
| Q4 2020 | $2,548,000 | +29.6% | 8,886 | +0.1% | 0.58% | 0.0% |
| Q3 2020 | $1,966,000 | +7.0% | 8,873 | -0.1% | 0.58% | -6.6% |
| Q2 2020 | $1,837,000 | +27.9% | 8,878 | -2.2% | 0.62% | +11.9% |
| Q1 2020 | $1,436,000 | -27.1% | 9,078 | -1.3% | 0.55% | -4.0% |
| Q4 2019 | $1,971,000 | +22.5% | 9,201 | +10.2% | 0.58% | -1.0% |
| Q3 2019 | $1,609,000 | -6.3% | 8,346 | -2.4% | 0.58% | +8.4% |
| Q2 2019 | $1,718,000 | +2.0% | 8,555 | -0.1% | 0.54% | -22.8% |
| Q1 2019 | $1,684,000 | +17.0% | 8,561 | -0.1% | 0.70% | +9.2% |
| Q4 2018 | $1,439,000 | -29.0% | 8,566 | -9.1% | 0.64% | -16.8% |
| Q3 2018 | $2,026,000 | +0.4% | 9,421 | -4.6% | 0.77% | -0.8% |
| Q2 2018 | $2,017,000 | +7.2% | 9,872 | 0.0% | 0.77% | -9.9% |
| Q1 2018 | $1,881,000 | +2.0% | 9,872 | -0.1% | 0.86% | -11.8% |
| Q4 2017 | $1,844,000 | +4.2% | 9,877 | -0.2% | 0.97% | +27.4% |
| Q3 2017 | $1,770,000 | +2.6% | 9,892 | -7.3% | 0.76% | -43.0% |
| Q1 2017 | $1,725,000 | – | 10,669 | – | 1.34% | – |
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% |