ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 833 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $203,000 | 0.0% | 693 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $203,000 | -6.0% | 693 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $216,000 | +3.3% | 693 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $209,000 | -11.8% | 693 | -37.3% | 0.02% | -22.7% |
| Q4 2019 | $237,000 | -6.0% | 1,105 | -15.3% | 0.02% | -12.0% |
| Q3 2019 | $252,000 | -3.8% | 1,305 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $262,000 | +1.9% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $257,000 | +17.4% | 1,305 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $219,000 | -22.1% | 1,305 | 0.0% | 0.02% | -10.7% |
| Q3 2018 | $281,000 | +5.6% | 1,305 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $266,000 | +6.8% | 1,305 | 0.0% | 0.03% | +14.8% |
| Q1 2018 | $249,000 | +2.5% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $243,000 | +3.8% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $234,000 | -5.6% | 1,305 | -11.5% | 0.03% | -6.9% |
| Q2 2017 | $248,000 | +0.8% | 1,475 | -3.3% | 0.03% | -3.3% |
| Q1 2017 | $246,000 | +4.7% | 1,525 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $235,000 | +1.7% | 1,525 | -1.7% | 0.03% | +10.7% |
| Q3 2016 | $231,000 | -1.7% | 1,551 | -9.2% | 0.03% | -6.7% |
| Q2 2016 | $235,000 | +4.0% | 1,708 | 0.0% | 0.03% | -3.2% |
| Q1 2016 | $226,000 | -35.2% | 1,708 | -31.7% | 0.03% | -35.4% |
| Q4 2015 | $349,000 | -10.5% | 2,502 | -13.9% | 0.05% | -12.7% |
| Q3 2015 | $390,000 | -13.3% | 2,906 | 0.0% | 0.06% | -8.3% |
| Q2 2015 | $450,000 | +2.3% | 2,906 | 0.0% | 0.06% | +3.4% |
| Q1 2015 | $440,000 | +6.3% | 2,906 | 0.0% | 0.06% | +1.8% |
| Q4 2014 | $414,000 | +8.1% | 2,906 | -1.7% | 0.06% | +5.6% |
| Q3 2014 | $383,000 | -6.6% | 2,957 | 0.0% | 0.05% | +17.4% |
| Q2 2014 | $410,000 | -1.4% | 2,957 | -3.1% | 0.05% | -4.2% |
| Q1 2014 | $416,000 | -30.2% | 3,052 | -30.5% | 0.05% | -31.4% |
| Q4 2013 | $596,000 | +5.5% | 4,392 | -2.1% | 0.07% | 0.0% |
| Q3 2013 | $565,000 | +10.8% | 4,488 | -1.9% | 0.07% | +6.1% |
| Q2 2013 | $510,000 | – | 4,577 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |