ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,707 | -7.6% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,096 | +7.0% | 21 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $4,763 | +5.7% | 21 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $4,505 | +3.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,338 | +0.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,333 | -19.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,371 | -12.7% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,154 | -0.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,165 | -5.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,545 | +3.6% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,316 | +4.9% | 21 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $6,021 | +29.4% | 21 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $4,652 | +7.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,344 | +30.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,322 | -26.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,499 | +11.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,047 | -4.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,218 | +2.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,130 | +17.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,528 | -21.9% | 21 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $4,517 | +5.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,291 | +7.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,002 | +2.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,921 | +4.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,758 | +6.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,544 | +4.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,395 | +5.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,233 | +3.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,127 | +8.5% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,881 | +3.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,785 | – | 21 | – | 0.00% | – |
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% |