ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 605 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $54,000 | +5.9% | 245 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $51,000 | +30.8% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -25.0% | 245 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $52,000 | +10.6% | 245 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $47,000 | -17.5% | 245 | -13.4% | 0.02% | -20.0% |
| Q2 2019 | $57,000 | -20.8% | 283 | -22.3% | 0.02% | -20.0% |
| Q1 2019 | $72,000 | +18.0% | 364 | +0.8% | 0.02% | -13.8% |
| Q4 2018 | $61,000 | -4.7% | 361 | +21.5% | 0.03% | +45.0% |
| Q3 2018 | $64,000 | -66.5% | 297 | -68.2% | 0.02% | -76.2% |
| Q2 2018 | $191,000 | +267.3% | 934 | +239.6% | 0.08% | +394.1% |
| Q1 2018 | $52,000 | – | 275 | – | 0.02% | – |
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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% |