ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 900 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $218,000 | -15.2% | 744 | -9.7% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | +3.6% | 824 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $248,000 | +5.1% | 824 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $236,000 | +15.1% | 824 | -36.5% | 0.00% | 0.0% |
| Q1 2020 | $205,000 | +156.2% | 1,297 | +246.8% | 0.00% | – |
| Q4 2019 | $80,000 | +27.0% | 374 | 0.0% | 0.00% | – |
| Q4 2018 | $63,000 | -87.6% | 374 | -85.0% | 0.00% | -100.0% |
| Q2 2018 | $508,000 | +1394.1% | 2,486 | +1019.8% | 0.00% | – |
| Q2 2015 | $34,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q1 2015 | $34,000 | -87.9% | 222 | -88.7% | 0.00% | -100.0% |
| Q4 2014 | $280,000 | +9.8% | 1,964 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $255,000 | +9.9% | 1,964 | +17.5% | 0.00% | 0.0% |
| Q2 2014 | $232,000 | -24.7% | 1,672 | -26.2% | 0.00% | 0.0% |
| Q1 2014 | $308,000 | -7.5% | 2,267 | -7.7% | 0.00% | 0.0% |
| Q4 2013 | $333,000 | +7.8% | 2,457 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $309,000 | – | 2,457 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |