ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -36.3% | 1,002 | -36.4% | 0.03% | -30.2% |
| Q2 2022 | $325,000 | -28.4% | 1,576 | -11.4% | 0.04% | -8.5% |
| Q1 2022 | $454,000 | -13.4% | 1,778 | -0.6% | 0.05% | -7.8% |
| Q4 2021 | $524,000 | +20.7% | 1,788 | +21.0% | 0.05% | +8.5% |
| Q3 2021 | $434,000 | +8.0% | 1,478 | +14.5% | 0.05% | +2.2% |
| Q2 2021 | $402,000 | +38.1% | 1,291 | +33.4% | 0.05% | +21.1% |
| Q1 2021 | $291,000 | -1.0% | 968 | -29.5% | 0.04% | -28.3% |
| Q4 2019 | $294,000 | -8.1% | 1,374 | -17.2% | 0.05% | -19.7% |
| Q3 2019 | $320,000 | -4.8% | 1,659 | -0.8% | 0.07% | -14.3% |
| Q2 2019 | $336,000 | +35.5% | 1,673 | +32.7% | 0.08% | +24.2% |
| Q1 2019 | $248,000 | +19.2% | 1,261 | -6.6% | 0.06% | -37.4% |
| Q4 2016 | $208,000 | -5.5% | 1,350 | -8.6% | 0.10% | -7.5% |
| Q3 2016 | $220,000 | -5.6% | 1,477 | -13.0% | 0.11% | -13.7% |
| Q2 2016 | $233,000 | +4.0% | 1,697 | +0.4% | 0.12% | -11.4% |
| Q1 2016 | $224,000 | -17.6% | 1,690 | -13.5% | 0.14% | -21.8% |
| Q4 2015 | $272,000 | – | 1,954 | – | 0.18% | – |
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% |