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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $222,000 | 0.0% | 757 | 0.0% | 0.06% | -5.2% |
| Q3 2021 | $222,000 | -19.3% | 757 | -14.3% | 0.06% | -18.3% |
| Q2 2021 | $275,000 | +2.6% | 883 | -0.9% | 0.07% | -4.1% |
| Q1 2021 | $268,000 | +3.9% | 891 | -0.9% | 0.07% | -1.3% |
| Q4 2020 | $258,000 | -28.3% | 899 | -46.6% | 0.08% | -33.6% |
| Q4 2019 | $360,000 | +10.4% | 1,682 | -0.5% | 0.11% | +4.6% |
| Q3 2019 | $326,000 | -4.7% | 1,691 | -0.8% | 0.11% | -1.8% |
| Q2 2019 | $342,000 | +1.5% | 1,704 | -0.5% | 0.11% | -0.9% |
| Q1 2019 | $337,000 | +17.0% | 1,712 | 0.0% | 0.11% | +8.8% |
| Q4 2018 | $288,000 | -22.8% | 1,712 | -1.4% | 0.10% | -14.3% |
| Q3 2018 | $373,000 | +0.3% | 1,736 | -4.7% | 0.12% | -4.8% |
| Q2 2018 | $372,000 | +4.8% | 1,821 | -2.1% | 0.12% | +5.0% |
| Q1 2018 | $355,000 | -64.0% | 1,861 | -64.8% | 0.12% | -63.5% |
| Q4 2017 | $986,000 | +2.8% | 5,283 | -1.4% | 0.33% | +0.6% |
| Q3 2017 | $959,000 | +1.7% | 5,357 | -4.2% | 0.32% | -1.5% |
| Q2 2017 | $943,000 | +2.2% | 5,589 | -2.1% | 0.33% | -3.2% |
| Q1 2017 | $923,000 | +10.4% | 5,710 | +5.2% | 0.34% | +5.3% |
| Q4 2016 | $836,000 | +3.9% | 5,429 | +0.4% | 0.32% | +2.5% |
| Q3 2016 | $805,000 | -0.5% | 5,406 | -8.4% | 0.32% | -5.4% |
| Q2 2016 | $809,000 | +4.8% | 5,901 | +1.4% | 0.33% | -3.2% |
| Q1 2016 | $772,000 | -9.6% | 5,822 | -5.0% | 0.34% | -16.3% |
| Q4 2015 | $854,000 | – | 6,130 | – | 0.41% | – |
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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% |