ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 647 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $69,000 | -25.8% | 436 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $93,000 | +10.7% | 436 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $84,000 | -4.5% | 436 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $88,000 | +2.3% | 436 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $86,000 | +17.8% | 436 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $73,000 | +78.0% | 436 | +130.7% | 0.01% | +100.0% |
| Q3 2018 | $41,000 | +5.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | +3500.0% | 189 | +1790.0% | 0.00% | – |
| Q3 2015 | $1,000 | -92.9% | 10 | -90.0% | 0.00% | -100.0% |
| Q4 2013 | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $11,000 | – | 100 | – | 0.00% | – |
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% |