ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,247,000 | +0.1% | 10,874 | 0.0% | 0.09% | +7.4% |
Q2 2022 | $2,244,000 | -19.3% | 10,874 | 0.0% | 0.08% | -5.8% |
Q1 2022 | $2,781,000 | -12.7% | 10,874 | 0.0% | 0.09% | -8.5% |
Q4 2021 | $3,187,000 | -0.2% | 10,874 | 0.0% | 0.09% | -28.2% |
Q3 2021 | $3,192,000 | -5.8% | 10,874 | 0.0% | 0.13% | -7.1% |
Q2 2021 | $3,389,000 | +3.6% | 10,874 | -0.1% | 0.14% | -0.7% |
Q1 2021 | $3,272,000 | +4.9% | 10,881 | 0.0% | 0.14% | -0.7% |
Q4 2020 | $3,120,000 | +29.4% | 10,881 | -0.1% | 0.14% | +15.3% |
Q3 2020 | $2,412,000 | +6.8% | 10,888 | -0.3% | 0.12% | +4.2% |
Q2 2020 | $2,259,000 | +30.0% | 10,916 | -0.6% | 0.12% | +12.3% |
Q1 2020 | $1,738,000 | -36.5% | 10,984 | -14.0% | 0.11% | -19.1% |
Q4 2019 | $2,735,000 | +11.1% | 12,768 | 0.0% | 0.13% | +3.1% |
Q3 2019 | $2,461,000 | -4.2% | 12,768 | -0.2% | 0.13% | -7.3% |
Q2 2019 | $2,569,000 | +2.1% | 12,792 | 0.0% | 0.14% | +1.5% |
Q1 2019 | $2,516,000 | +16.9% | 12,792 | -0.1% | 0.14% | +4.7% |
Q4 2018 | $2,152,000 | -23.8% | 12,810 | -2.5% | 0.13% | -12.8% |
Q3 2018 | $2,826,000 | +25590.9% | 13,135 | +13035.0% | 0.15% | +7300.0% |
Q2 2013 | $11,000 | – | 100 | – | 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% |