ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,632 | +18.2% | 2,345 | +27.9% | 0.00% | +100.0% |
| Q2 2023 | $444,796 | -99.1% | 1,833 | -99.2% | 0.00% | -99.4% |
| Q4 2022 | $51,049,753 | +351.2% | 237,972 | +334.6% | 0.16% | +287.8% |
| Q3 2022 | $11,313,000 | +1.9% | 54,761 | +1.8% | 0.04% | +24.2% |
| Q2 2022 | $11,101,000 | +52.9% | 53,805 | +89.6% | 0.03% | +73.7% |
| Q1 2022 | $7,259,000 | -73.1% | 28,385 | -69.1% | 0.02% | -69.8% |
| Q4 2021 | $26,947,000 | +8649.0% | 91,952 | +8657.3% | 0.06% | +6200.0% |
| Q3 2021 | $308,000 | -97.0% | 1,050 | -97.0% | 0.00% | -96.3% |
| Q4 2020 | $10,200,000 | +1101.4% | 35,577 | +828.4% | 0.03% | +800.0% |
| Q3 2020 | $849,000 | -9.8% | 3,832 | -15.7% | 0.00% | 0.0% |
| Q2 2020 | $941,000 | -92.4% | 4,547 | -94.2% | 0.00% | -94.1% |
| Q1 2020 | $12,313,000 | -41.1% | 77,842 | -20.2% | 0.05% | -27.1% |
| Q4 2019 | $20,908,000 | +63.7% | 97,603 | +47.2% | 0.07% | +45.8% |
| Q3 2019 | $12,776,000 | +62.5% | 66,288 | +69.3% | 0.05% | +60.0% |
| Q2 2019 | $7,864,000 | +1219.5% | 39,150 | +1190.4% | 0.03% | +1400.0% |
| Q1 2019 | $596,000 | -98.0% | 3,034 | -98.3% | 0.00% | -98.6% |
| Q4 2018 | $30,451,000 | +847.2% | 181,256 | +1112.5% | 0.14% | +961.5% |
| Q3 2018 | $3,215,000 | +454.3% | 14,949 | +427.3% | 0.01% | +333.3% |
| Q2 2018 | $580,000 | -91.1% | 2,835 | -93.3% | 0.00% | -91.9% |
| Q4 2016 | $6,524,000 | +1951.6% | 42,378 | +1728.2% | 0.04% | +1750.0% |
| Q2 2016 | $318,000 | – | 2,318 | – | 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% |