ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 626 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $300,000 | +7.5% | 1,399 | -3.5% | 0.19% | -9.1% |
| Q3 2019 | $279,000 | -0.7% | 1,449 | +3.6% | 0.21% | +10.0% |
| Q2 2019 | $281,000 | -48.9% | 1,399 | -50.0% | 0.19% | +6.1% |
| Q1 2019 | $550,000 | +134.0% | 2,798 | +100.0% | 0.18% | +0.6% |
| Q4 2018 | $235,000 | -21.9% | 1,399 | 0.0% | 0.18% | +20.3% |
| Q3 2018 | $301,000 | +5.2% | 1,399 | 0.0% | 0.15% | -30.8% |
| Q2 2018 | $286,000 | +5.9% | 1,399 | 0.0% | 0.21% | +7.5% |
| Q1 2018 | $270,000 | -42.6% | 1,399 | -44.5% | 0.20% | -56.6% |
| Q4 2017 | $470,000 | – | 2,522 | – | 0.46% | – |
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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% |