ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $465,094 | +11.9% | 1,844 | -0.5% | 0.02% | +4.3% |
| Q3 2023 | $415,574 | -15.2% | 1,854 | -8.2% | 0.02% | -11.5% |
| Q2 2023 | $490,173 | +111050.3% | 2,020 | -1.7% | 0.03% | – |
| Q4 2022 | $441 | -99.9% | 2,055 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $424,000 | 0.0% | 2,055 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $424,000 | -19.4% | 2,055 | 0.0% | 0.03% | -6.7% |
| Q1 2022 | $526,000 | -12.6% | 2,055 | 0.0% | 0.03% | -9.1% |
| Q4 2021 | $602,000 | -2.1% | 2,055 | -1.9% | 0.03% | -13.2% |
| Q3 2021 | $615,000 | -4.7% | 2,095 | +1.2% | 0.04% | -5.0% |
| Q2 2021 | $645,000 | +3.5% | 2,070 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $623,000 | +5.1% | 2,070 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $593,000 | +28.4% | 2,070 | -0.7% | 0.04% | +13.5% |
| Q3 2020 | $462,000 | +5.2% | 2,085 | -1.7% | 0.04% | -2.6% |
| Q2 2020 | $439,000 | +31.0% | 2,120 | 0.0% | 0.04% | +15.2% |
| Q1 2020 | $335,000 | -26.2% | 2,120 | 0.0% | 0.03% | -13.2% |
| Q4 2019 | $454,000 | +11.0% | 2,120 | 0.0% | 0.04% | -13.6% |
| Q3 2019 | $409,000 | -4.0% | 2,120 | 0.0% | 0.04% | -4.3% |
| Q2 2019 | $426,000 | +2.2% | 2,120 | 0.0% | 0.05% | +2.2% |
| Q1 2019 | $417,000 | +17.1% | 2,120 | 0.0% | 0.04% | +7.1% |
| Q4 2018 | $356,000 | -21.9% | 2,120 | 0.0% | 0.04% | -17.6% |
| Q3 2018 | $456,000 | +5.3% | 2,120 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $433,000 | +7.2% | 2,120 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $404,000 | +2.0% | 2,120 | 0.0% | 0.05% | +8.5% |
| Q4 2017 | $396,000 | +4.5% | 2,120 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $379,000 | +5.9% | 2,120 | 0.0% | 0.05% | -2.1% |
| Q2 2017 | $358,000 | +4.1% | 2,120 | -0.3% | 0.05% | 0.0% |
| Q1 2017 | $344,000 | -14.9% | 2,127 | -19.0% | 0.05% | -12.7% |
| Q4 2016 | $404,000 | +3.3% | 2,627 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $391,000 | +8.6% | 2,627 | 0.0% | 0.06% | +10.0% |
| Q2 2016 | $360,000 | +3.4% | 2,627 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $348,000 | +17.6% | 2,627 | +23.5% | 0.05% | +11.1% |
| Q4 2015 | $296,000 | +3.9% | 2,127 | 0.0% | 0.04% | -6.2% |
| Q3 2015 | $285,000 | -15.4% | 2,127 | -2.3% | 0.05% | -5.9% |
| Q2 2015 | $337,000 | +2.1% | 2,177 | 0.0% | 0.05% | +6.2% |
| Q1 2015 | $330,000 | +6.5% | 2,177 | 0.0% | 0.05% | +6.7% |
| Q4 2014 | $310,000 | +9.9% | 2,177 | 0.0% | 0.04% | +4.7% |
| Q3 2014 | $282,000 | -6.3% | 2,177 | 0.0% | 0.04% | -2.3% |
| Q2 2014 | $301,000 | +1.7% | 2,177 | 0.0% | 0.04% | -2.2% |
| Q1 2014 | $296,000 | +0.3% | 2,177 | 0.0% | 0.04% | +4.7% |
| Q4 2013 | $295,000 | +7.7% | 2,177 | 0.0% | 0.04% | -2.3% |
| Q3 2013 | $274,000 | +12.8% | 2,177 | 0.0% | 0.04% | +10.0% |
| Q2 2013 | $243,000 | – | 2,177 | – | 0.04% | – |
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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% |