ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,903 | -6.2% | 3,350 | +1.5% | 0.04% | -2.8% |
| Q2 2023 | $800,778 | +0.9% | 3,300 | -5.7% | 0.04% | -5.3% |
| Q1 2023 | $793,416 | +87959.5% | 3,498 | -16.7% | 0.04% | -5.0% |
| Q4 2022 | $901 | -99.9% | 4,198 | -7.3% | 0.04% | -9.1% |
| Q3 2022 | $936,000 | +30.0% | 4,528 | +29.8% | 0.04% | +37.5% |
| Q2 2022 | $720,000 | -22.7% | 3,488 | -4.2% | 0.03% | -3.0% |
| Q1 2022 | $931,000 | -10.3% | 3,640 | +2.8% | 0.03% | 0.0% |
| Q4 2021 | $1,038,000 | +419.0% | 3,542 | +278.8% | 0.03% | +200.0% |
| Q4 2019 | $200,000 | -16.3% | 935 | -16.0% | 0.01% | -21.4% |
| Q3 2018 | $239,000 | +5.3% | 1,113 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $227,000 | +7.1% | 1,113 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $212,000 | -2.3% | 1,113 | -4.3% | 0.01% | 0.0% |
| Q4 2017 | $217,000 | +4.3% | 1,163 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $208,000 | -87.8% | 1,163 | -89.0% | 0.01% | -87.6% |
| Q1 2017 | $1,709,000 | +1.4% | 10,569 | -3.5% | 0.11% | -5.0% |
| Q4 2016 | $1,686,000 | +3.9% | 10,950 | +0.5% | 0.12% | 0.0% |
| Q3 2016 | $1,622,000 | +0.5% | 10,891 | -7.5% | 0.12% | -4.0% |
| Q2 2016 | $1,614,000 | +491.2% | 11,769 | +471.3% | 0.12% | +463.6% |
| Q1 2016 | $273,000 | +1.5% | 2,060 | +6.6% | 0.02% | 0.0% |
| Q4 2015 | $269,000 | +13.0% | 1,932 | +8.9% | 0.02% | +4.8% |
| Q3 2015 | $238,000 | – | 1,774 | – | 0.02% | – |
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% |