ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788 | -99.9% | 3,516 | -18.2% | 0.01% | -25.0% |
| Q4 2022 | $922,000 | -99.7% | 4,300 | +159.3% | 0.02% | +128.6% |
| Q3 2022 | $343,000,000 | +113476.2% | 1,658 | +13.4% | 0.01% | +16.7% |
| Q2 2022 | $302,000 | -45.9% | 1,462 | -33.0% | 0.01% | -40.0% |
| Q1 2022 | $558,000 | -99.9% | 2,181 | -14.8% | 0.01% | -23.1% |
| Q4 2021 | $750,000,000 | +142757.1% | 2,560 | +43.1% | 0.01% | +18.2% |
| Q3 2021 | $525,000 | +31.6% | 1,789 | +39.8% | 0.01% | +37.5% |
| Q2 2021 | $399,000 | -57.6% | 1,280 | -59.1% | 0.01% | -65.2% |
| Q1 2021 | $940,000 | +39.9% | 3,126 | +33.4% | 0.02% | +21.1% |
| Q4 2020 | $672,000 | +124.7% | 2,344 | +73.8% | 0.02% | +90.0% |
| Q3 2020 | $299,000 | +16.3% | 1,349 | +8.5% | 0.01% | 0.0% |
| Q2 2020 | $257,000 | +5.3% | 1,243 | +9.2% | 0.01% | 0.0% |
| Q4 2019 | $244,000 | – | 1,138 | – | 0.01% | – |
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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% |