ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $23,002 | +13.0% | 91 | 0.0% | 0.01% | +16.7% |
Q3 2023 | $20,354 | -7.6% | 91 | 0.0% | 0.01% | -14.3% |
Q2 2023 | $22,034 | +7.1% | 91 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $20,566 | +6.0% | 91 | +1.1% | 0.01% | 0.0% |
Q4 2022 | $19,411 | +2.2% | 90 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $19,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $19,000 | -17.4% | 90 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $23,000 | -47.7% | 90 | -40.0% | 0.01% | -50.0% |
Q4 2021 | $44,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $44,000 | -6.4% | 150 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $47,000 | +4.4% | 150 | 0.0% | 0.02% | +6.2% |
Q1 2021 | $45,000 | +4.7% | 150 | 0.0% | 0.02% | -5.9% |
Q4 2020 | $43,000 | +30.3% | 150 | 0.0% | 0.02% | +13.3% |
Q3 2020 | $33,000 | +6.5% | 150 | 0.0% | 0.02% | +7.1% |
Q2 2020 | $31,000 | +34.8% | 150 | 0.0% | 0.01% | +16.7% |
Q1 2020 | $23,000 | -28.1% | 150 | 0.0% | 0.01% | -25.0% |
Q4 2019 | $32,000 | +14.3% | 150 | 0.0% | 0.02% | +23.1% |
Q3 2019 | $28,000 | -6.7% | 150 | 0.0% | 0.01% | -7.1% |
Q2 2019 | $30,000 | -48.3% | 150 | -16.2% | 0.01% | +16.7% |
Q1 2019 | $58,000 | +132.0% | 179 | +19.3% | 0.01% | 0.0% |
Q4 2018 | $25,000 | -21.9% | 150 | 0.0% | 0.01% | -7.7% |
Q3 2018 | $32,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $30,000 | +7.1% | 150 | 0.0% | 0.01% | +8.3% |
Q1 2018 | $28,000 | 0.0% | 150 | 0.0% | 0.01% | +9.1% |
Q4 2017 | $28,000 | +7.7% | 150 | 0.0% | 0.01% | -21.4% |
Q3 2017 | $26,000 | +4.0% | 150 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $25,000 | +4.2% | 150 | 0.0% | 0.01% | +7.7% |
Q1 2017 | $24,000 | +700.0% | 150 | +500.0% | 0.01% | +550.0% |
Q3 2016 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $3,000 | – | 25 | – | 0.00% | – |
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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% |