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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,475 | -66.8% | 55 | -68.6% | 0.00% | -50.0% |
| Q4 2022 | $37,541 | +4.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -20.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -40.8% | 175 | -33.0% | 0.00% | -50.0% |
| Q4 2021 | $76,000 | -1.3% | 261 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $77,000 | -20.6% | 261 | -16.1% | 0.01% | -16.7% |
| Q2 2021 | $97,000 | +3.2% | 311 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $94,000 | +5.6% | 311 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $89,000 | +29.0% | 311 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $69,000 | – | 311 | – | 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% |