ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288 | -7.7% | 1,287 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $312 | +6.8% | 1,287 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $292 | +8.1% | 1,287 | +2.1% | 0.02% | 0.0% |
| Q4 2022 | $270 | -99.9% | 1,260 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $260,000 | -10.7% | 1,260 | -10.6% | 0.02% | 0.0% |
| Q2 2022 | $291,000 | -31.0% | 1,410 | -14.5% | 0.02% | -21.1% |
| Q1 2022 | $422,000 | -12.8% | 1,650 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $484,000 | 0.0% | 1,650 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $484,000 | -5.8% | 1,650 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $514,000 | +3.6% | 1,650 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $496,000 | +4.9% | 1,650 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $473,000 | +16.8% | 1,650 | -9.8% | 0.02% | -17.9% |
| Q3 2020 | $405,000 | +6.9% | 1,830 | 0.0% | 0.03% | +27.3% |
| Q2 2020 | $379,000 | +31.1% | 1,830 | 0.0% | 0.02% | +15.8% |
| Q1 2020 | $289,000 | -67.0% | 1,830 | -55.3% | 0.02% | -59.6% |
| Q4 2019 | $876,000 | +2.1% | 4,090 | -8.1% | 0.05% | +11.9% |
| Q3 2019 | $858,000 | -4.0% | 4,450 | 0.0% | 0.04% | -2.3% |
| Q2 2019 | $894,000 | – | 4,450 | – | 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% |