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 2022 | $53,000 | 0.0% | 257 | 0.0% | 0.05% | +6.1% |
| Q2 2022 | $53,000 | -18.5% | 257 | 0.0% | 0.05% | -7.5% |
| Q1 2022 | $65,000 | -13.3% | 257 | 0.0% | 0.05% | -14.5% |
| Q4 2021 | $75,000 | -2.6% | 257 | -3.0% | 0.06% | -7.5% |
| Q3 2021 | $77,000 | -2.5% | 265 | +4.3% | 0.07% | -1.5% |
| Q2 2021 | $79,000 | +3.9% | 254 | 0.0% | 0.07% | +3.0% |
| Q1 2021 | $76,000 | +5.6% | 254 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $72,000 | +9.1% | 254 | -15.9% | 0.07% | +6.3% |
| Q3 2020 | $66,000 | +6.5% | 302 | 0.0% | 0.06% | +34.0% |
| Q2 2020 | $62,000 | +31.9% | 302 | 0.0% | 0.05% | +14.6% |
| Q1 2020 | $47,000 | -26.6% | 302 | 0.0% | 0.04% | -6.8% |
| Q4 2019 | $64,000 | -15.8% | 302 | -23.9% | 0.04% | -15.4% |
| Q3 2019 | $76,000 | -3.8% | 397 | 0.0% | 0.05% | -3.7% |
| Q2 2019 | $79,000 | +1.3% | 397 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $78,000 | -11.4% | 397 | -24.8% | 0.06% | -22.2% |
| Q4 2018 | $88,000 | -15.4% | 528 | -9.3% | 0.07% | -15.3% |
| Q3 2017 | $104,000 | +1385.7% | 582 | +1087.8% | 0.08% | +1316.7% |
| Q4 2013 | $7,000 | – | 49 | – | 0.01% | – |
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% |