ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 810 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -12.8% | 801 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $235,000 | 0.0% | 801 | 0.0% | 0.02% | -10.0% |
| Q3 2021 | $235,000 | -6.0% | 801 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $250,000 | +3.7% | 801 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $241,000 | +4.8% | 801 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $230,000 | -90.1% | 801 | -92.6% | 0.02% | -92.0% |
| Q3 2018 | $2,323,000 | +5.3% | 10,800 | 0.0% | 0.27% | -1.4% |
| Q2 2018 | $2,207,000 | -9.3% | 10,800 | -31.6% | 0.28% | -5.1% |
| Q4 2016 | $2,432,000 | +3.4% | 15,800 | 0.0% | 0.29% | +1.7% |
| Q3 2016 | $2,353,000 | +43.7% | 15,800 | +46.3% | 0.29% | +50.0% |
| Q1 2015 | $1,637,000 | – | 10,800 | – | 0.19% | – |
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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% |