ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 620 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248 | -7.8% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $269 | +7.2% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $251 | +4.1% | 1,107 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $241 | -99.9% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $232,000 | +0.4% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $231,000 | -19.5% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $287,000 | -12.8% | 1,122 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $329,000 | 0.0% | 1,122 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $329,000 | -8.9% | 1,122 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $361,000 | +3.7% | 1,158 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $348,000 | +0.3% | 1,158 | -4.2% | 0.01% | -16.7% |
| Q4 2020 | $347,000 | +29.5% | 1,209 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $268,000 | +54.0% | 1,209 | +43.9% | 0.01% | +25.0% |
| Q2 2020 | $174,000 | +30.8% | 840 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $133,000 | +1800.0% | 840 | +1580.0% | 0.00% | – |
| Q4 2013 | $7,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |