ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $695,463 | +6.8% | 2,866 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $651,427 | -5.4% | 2,872 | -10.5% | 0.00% | 0.0% |
| Q4 2022 | $688,394 | -26.7% | 3,209 | -29.4% | 0.00% | 0.0% |
| Q3 2022 | $939,000 | +8.8% | 4,544 | +8.7% | 0.00% | 0.0% |
| Q2 2022 | $863,000 | -7.5% | 4,181 | +14.6% | 0.00% | 0.0% |
| Q1 2022 | $933,000 | -14.9% | 3,648 | -2.5% | 0.00% | 0.0% |
| Q4 2021 | $1,097,000 | +3.6% | 3,742 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $1,059,000 | -14.0% | 3,606 | -8.7% | 0.00% | 0.0% |
| Q2 2021 | $1,231,000 | -6.4% | 3,950 | -9.7% | 0.00% | -50.0% |
| Q1 2021 | $1,315,000 | -5.5% | 4,372 | -9.9% | 0.00% | 0.0% |
| Q4 2020 | $1,391,000 | +32.4% | 4,851 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $1,051,000 | +2.7% | 4,746 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $1,023,000 | +35.9% | 4,947 | +3.9% | 0.00% | 0.0% |
| Q1 2020 | $753,000 | -32.7% | 4,762 | -8.8% | 0.00% | 0.0% |
| Q4 2019 | $1,119,000 | +13.0% | 5,222 | +1.6% | 0.00% | 0.0% |
| Q3 2019 | $990,000 | -27.9% | 5,138 | -24.9% | 0.00% | -33.3% |
| Q2 2019 | $1,374,000 | -3.6% | 6,840 | -5.6% | 0.00% | 0.0% |
| Q1 2019 | $1,425,000 | +1.5% | 7,248 | -13.3% | 0.00% | 0.0% |
| Q4 2018 | $1,404,000 | -77.0% | 8,357 | -70.5% | 0.00% | -72.7% |
| Q3 2018 | $6,103,000 | +216.1% | 28,376 | +200.2% | 0.01% | +175.0% |
| Q2 2018 | $1,931,000 | +3.2% | 9,452 | -3.8% | 0.00% | 0.0% |
| Q1 2018 | $1,872,000 | -50.3% | 9,822 | -51.3% | 0.00% | -55.6% |
| Q4 2017 | $3,769,000 | +7.9% | 20,188 | +3.5% | 0.01% | 0.0% |
| Q3 2017 | $3,492,000 | -29.5% | 19,513 | -33.5% | 0.01% | -30.8% |
| Q2 2017 | $4,955,000 | +36.0% | 29,357 | +30.2% | 0.01% | +30.0% |
| Q1 2017 | $3,644,000 | -0.2% | 22,544 | -4.9% | 0.01% | -9.1% |
| Q4 2016 | $3,650,000 | -2.7% | 23,711 | -5.9% | 0.01% | 0.0% |
| Q3 2016 | $3,752,000 | -4.4% | 25,201 | -11.9% | 0.01% | -8.3% |
| Q2 2016 | $3,923,000 | +135.6% | 28,597 | +127.8% | 0.01% | +140.0% |
| Q1 2016 | $1,665,000 | -15.1% | 12,556 | -10.9% | 0.01% | 0.0% |
| Q4 2015 | $1,962,000 | +5.7% | 14,086 | +1.7% | 0.01% | 0.0% |
| Q3 2015 | $1,856,000 | -16.5% | 13,854 | -3.7% | 0.01% | -16.7% |
| Q2 2015 | $2,223,000 | -6.4% | 14,382 | -8.2% | 0.01% | -14.3% |
| Q1 2015 | $2,375,000 | +0.2% | 15,674 | -5.9% | 0.01% | -12.5% |
| Q4 2014 | $2,371,000 | +41.7% | 16,655 | +29.1% | 0.01% | +14.3% |
| Q3 2014 | $1,673,000 | +9.2% | 12,900 | +16.6% | 0.01% | +16.7% |
| Q2 2014 | $1,532,000 | +40.0% | 11,068 | +37.6% | 0.01% | +20.0% |
| Q1 2014 | $1,094,000 | -15.8% | 8,042 | -16.2% | 0.01% | -16.7% |
| Q4 2013 | $1,300,000 | +24.6% | 9,593 | +15.7% | 0.01% | 0.0% |
| Q3 2013 | $1,043,000 | – | 8,291 | – | 0.01% | – |
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% |