ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,222,000 | -13.0% | 4,170 | -12.9% | 0.00% | -25.0% |
| Q3 2021 | $1,405,000 | +36.5% | 4,786 | +45.0% | 0.00% | +100.0% |
| Q2 2021 | $1,029,000 | -36.6% | 3,300 | -38.9% | 0.00% | -50.0% |
| Q1 2021 | $1,624,000 | -12.5% | 5,400 | -16.6% | 0.00% | -20.0% |
| Q4 2020 | $1,856,000 | -39.4% | 6,474 | -53.2% | 0.01% | 0.0% |
| Q3 2020 | $3,064,000 | +123.3% | 13,832 | +108.4% | 0.01% | +150.0% |
| Q2 2020 | $1,372,000 | +54.5% | 6,636 | +18.2% | 0.00% | -60.0% |
| Q1 2020 | $888,000 | -53.6% | 5,613 | -37.2% | 0.01% | -28.6% |
| Q4 2019 | $1,914,000 | +75.1% | 8,933 | +57.6% | 0.01% | +40.0% |
| Q3 2019 | $1,093,000 | +22.9% | 5,669 | +28.1% | 0.01% | +25.0% |
| Q2 2019 | $889,000 | -42.4% | 4,427 | -43.6% | 0.00% | -50.0% |
| Q1 2019 | $1,544,000 | +41.7% | 7,849 | +21.0% | 0.01% | +60.0% |
| Q4 2018 | $1,090,000 | -16.8% | 6,486 | +6.5% | 0.01% | -16.7% |
| Q3 2018 | $1,310,000 | -6.1% | 6,090 | -10.8% | 0.01% | -14.3% |
| Q2 2018 | $1,395,000 | -4.2% | 6,825 | -10.7% | 0.01% | 0.0% |
| Q1 2018 | $1,456,000 | -32.5% | 7,639 | -33.9% | 0.01% | -36.4% |
| Q4 2017 | $2,158,000 | +136.4% | 11,561 | +104.7% | 0.01% | +175.0% |
| Q1 2017 | $913,000 | +654.5% | 5,648 | +618.6% | 0.00% | +300.0% |
| Q4 2016 | $121,000 | -20.4% | 786 | -22.9% | 0.00% | 0.0% |
| Q3 2016 | $152,000 | +11.8% | 1,020 | +3.1% | 0.00% | 0.0% |
| Q2 2016 | $136,000 | -99.6% | 989 | -99.5% | 0.00% | -99.5% |
| Q4 2014 | $30,405,000 | +40.8% | 213,546 | +28.3% | 0.19% | +65.8% |
| Q3 2014 | $21,589,000 | -5.0% | 166,469 | +1.4% | 0.11% | +8.6% |
| Q2 2014 | $22,716,000 | -45.9% | 164,111 | -46.8% | 0.10% | -49.5% |
| Q1 2014 | $41,972,000 | +3161.2% | 308,481 | +2915.5% | 0.21% | +2871.4% |
| Q3 2013 | $1,287,000 | – | 10,230 | – | 0.01% | – |
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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% |