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 | $12 | -7.7% | 54 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $13 | +8.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12 | -99.9% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -31.2% | 54 | -31.6% | 0.00% | -25.0% |
| Q2 2022 | $16,000 | -20.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +25.0% | 79 | +46.3% | 0.00% | +33.3% |
| Q4 2021 | $16,000 | -67.3% | 54 | -67.7% | 0.00% | -72.7% |
| Q3 2021 | $49,000 | +308.3% | 167 | +209.3% | 0.01% | +175.0% |
| Q2 2021 | $12,000 | -50.0% | 54 | -31.6% | 0.00% | -33.3% |
| Q1 2021 | $24,000 | +4.3% | 79 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +91.7% | 79 | +46.3% | 0.01% | +50.0% |
| Q3 2020 | $12,000 | +9.1% | 54 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $11,000 | +22.2% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | +20.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -9.1% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $11,000 | +22.2% | 54 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $9,000 | -25.0% | 54 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $12,000 | +9.1% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | +10.0% | 54 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $10,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | +11.1% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $9,000 | -99.9% | 54 | -18.2% | 0.00% | 0.0% |
| Q4 2016 | $10,160,000 | – | 66 | – | 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% |