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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | -9.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | +10.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | -99.9% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -15.4% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | -12.5% | 44 | -17.0% | 0.00% | -50.0% |
| Q1 2021 | $16,000 | -5.9% | 53 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +30.8% | 59 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 59 | +1.7% | 0.00% | +100.0% |
| Q1 2020 | $9,000 | -47.1% | 58 | -27.5% | 0.00% | -50.0% |
| Q4 2019 | $17,000 | -5.6% | 80 | -14.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 93 | +1.1% | 0.00% | -33.3% |
| Q2 2019 | $19,000 | -52.5% | 92 | -55.3% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | – | 206 | – | 0.00% | – |
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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% |