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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,655 | -93.6% | 52 | -93.0% | 0.00% | – |
Q2 2023 | $181,509 | -37.0% | 748 | -46.4% | 0.00% | – |
Q2 2022 | $288,000 | +10.8% | 1,395 | +57.4% | 0.00% | – |
Q3 2021 | $260,000 | -21.9% | 886 | -17.0% | 0.00% | – |
Q2 2021 | $333,000 | -56.6% | 1,067 | -71.2% | 0.00% | -100.0% |
Q2 2020 | $767,000 | +53.4% | 3,708 | +17.3% | 0.00% | 0.0% |
Q1 2020 | $500,000 | -73.7% | 3,160 | -73.2% | 0.00% | -75.0% |
Q1 2017 | $1,904,000 | +131.6% | 11,775 | +120.5% | 0.00% | +100.0% |
Q4 2016 | $822,000 | -49.8% | 5,340 | -51.5% | 0.00% | -60.0% |
Q3 2016 | $1,639,000 | +337.1% | 11,005 | +303.1% | 0.01% | +400.0% |
Q2 2016 | $375,000 | -72.7% | 2,730 | -73.6% | 0.00% | -75.0% |
Q1 2016 | $1,373,000 | +34.0% | 10,350 | +40.8% | 0.00% | +33.3% |
Q4 2015 | $1,025,000 | +12.3% | 7,350 | +7.9% | 0.00% | 0.0% |
Q3 2015 | $913,000 | -45.1% | 6,815 | -37.9% | 0.00% | -40.0% |
Q1 2015 | $1,663,000 | +439.9% | 10,973 | +362.0% | 0.01% | +400.0% |
Q3 2014 | $308,000 | -1.6% | 2,375 | +3.3% | 0.00% | 0.0% |
Q1 2014 | $313,000 | +0.3% | 2,300 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $312,000 | +8.0% | 2,300 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $289,000 | – | 2,300 | – | 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% |