ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,249 | -7.6% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,252 | +10.1% | 108 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $23,851 | +5.8% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $22,551 | -22.2% | 105 | -24.5% | 0.00% | -40.0% |
| Q3 2022 | $29,000 | 0.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -12.1% | 139 | +7.8% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -10.8% | 129 | +1.6% | 0.01% | -16.7% |
| Q4 2021 | $37,000 | +2.8% | 127 | +2.4% | 0.01% | 0.0% |
| Q3 2021 | $36,000 | -12.2% | 124 | -5.3% | 0.01% | -14.3% |
| Q2 2021 | $41,000 | +5.1% | 131 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $39,000 | +2.6% | 131 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $38,000 | +15.2% | 131 | -11.5% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 148 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $31,000 | +34.8% | 148 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $23,000 | -14.8% | 148 | +18.4% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | +17.4% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | -45.2% | 125 | -40.2% | 0.01% | -47.8% |
| Q2 2019 | $42,000 | -6.7% | 209 | -7.9% | 0.02% | -14.8% |
| Q1 2019 | $45,000 | +28.6% | 227 | +8.1% | 0.03% | +8.0% |
| Q4 2018 | $35,000 | -22.2% | 210 | 0.0% | 0.02% | -3.8% |
| Q3 2018 | $45,000 | -33.8% | 210 | -37.3% | 0.03% | -35.0% |
| Q2 2018 | $68,000 | +3.0% | 335 | -3.7% | 0.04% | -4.8% |
| Q1 2018 | $66,000 | +1.5% | 348 | -0.3% | 0.04% | -4.5% |
| Q4 2017 | $65,000 | +3.2% | 349 | -0.9% | 0.04% | +22.2% |
| Q3 2017 | $63,000 | +8.6% | 352 | +1.7% | 0.04% | -2.7% |
| Q2 2017 | $58,000 | -3.3% | 346 | -6.2% | 0.04% | -14.0% |
| Q1 2017 | $60,000 | 0.0% | 369 | -5.1% | 0.04% | -12.2% |
| Q4 2016 | $60,000 | – | 389 | – | 0.05% | – |
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% |