ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,970 | -7.6% | 1,329 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $322,576 | -23.4% | 1,329 | -28.4% | 0.02% | -29.4% |
| Q1 2023 | $421,246 | +6.0% | 1,857 | +0.2% | 0.03% | +3.0% |
| Q4 2022 | $397,588 | +4.4% | 1,853 | +0.4% | 0.03% | -5.7% |
| Q3 2022 | $381,000 | +0.3% | 1,846 | +0.2% | 0.04% | +6.1% |
| Q2 2022 | $380,000 | -19.3% | 1,843 | +0.1% | 0.03% | -5.7% |
| Q1 2022 | $471,000 | -12.5% | 1,841 | +0.2% | 0.04% | -2.8% |
| Q4 2021 | $538,000 | 0.0% | 1,837 | +0.2% | 0.04% | -10.0% |
| Q3 2021 | $538,000 | +42.3% | 1,834 | +0.3% | 0.04% | +5.3% |
| Q2 2020 | $378,000 | +1.9% | 1,828 | -5.0% | 0.04% | -2.6% |
| Q3 2019 | $371,000 | -4.1% | 1,925 | 0.0% | 0.04% | -7.1% |
| Q2 2019 | $387,000 | -10.6% | 1,925 | -13.1% | 0.04% | -14.3% |
| Q1 2019 | $433,000 | +16.4% | 2,216 | +0.1% | 0.05% | 0.0% |
| Q4 2018 | $372,000 | -1.1% | 2,213 | +26.6% | 0.05% | +16.7% |
| Q3 2018 | $376,000 | – | 1,748 | – | 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% |