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 | $143,904 | +182.4% | 642 | +205.7% | 0.01% | +200.0% |
Q2 2023 | $50,959 | +7.0% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $47,632 | +5.7% | 210 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $45,049 | +4.8% | 210 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $43,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $43,000 | -20.4% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $54,000 | -1.8% | 210 | +12.3% | 0.00% | 0.0% |
Q4 2021 | $55,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $55,000 | +3.8% | 187 | +10.0% | 0.00% | 0.0% |
Q2 2021 | $53,000 | +3.9% | 170 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $51,000 | +4.1% | 170 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $49,000 | +28.9% | 170 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $38,000 | +8.6% | 170 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $35,000 | +29.6% | 170 | 0.0% | 0.01% | +25.0% |
Q1 2020 | $27,000 | -25.0% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $36,000 | +9.1% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $33,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $33,000 | +13.8% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $29,000 | -21.6% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $37,000 | +5.7% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $35,000 | +9.4% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $32,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +6.7% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | +3.4% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $29,000 | +7.4% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $27,000 | +3.8% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $26,000 | +4.0% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $25,000 | +8.7% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $23,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $23,000 | -4.2% | 170 | 0.0% | 0.00% | -20.0% |
Q4 2015 | $24,000 | – | 170 | – | 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% |