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 | $9,897 | +603.4% | 44,155 | +661.4% | 0.46% | +660.7% |
| Q2 2023 | $1,407 | -83.7% | 5,799 | -84.8% | 0.06% | -82.6% |
| Q1 2023 | $8,646 | -99.4% | 38,117 | +412.0% | 0.35% | +321.7% |
| Q3 2022 | $1,538,000 | -75.5% | 7,445 | -65.1% | 0.08% | -67.1% |
| Q3 2021 | $6,268,000 | -44.5% | 21,348 | -41.1% | 0.25% | -55.3% |
| Q2 2021 | $11,296,000 | +5357.0% | 36,240 | +5175.1% | 0.56% | +5027.3% |
| Q1 2021 | $207,000 | -94.8% | 687 | -96.2% | 0.01% | -96.3% |
| Q3 2020 | $4,005,000 | +893.8% | 18,081 | +702.9% | 0.30% | +590.7% |
| Q3 2017 | $403,000 | +1243.3% | 2,252 | +1031.7% | 0.04% | +1333.3% |
| Q3 2016 | $30,000 | – | 199 | +19800.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $24,266,000 | – | 179,068 | – | 2.73% | – |
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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% |