ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $233,000 | -27.0% | 794 | -26.8% | 0.02% | -25.0% |
| Q3 2021 | $319,000 | -37.3% | 1,085 | -33.6% | 0.02% | -33.3% |
| Q2 2021 | $509,000 | +149.5% | 1,633 | +140.5% | 0.03% | +172.7% |
| Q1 2021 | $204,000 | -25.3% | 679 | -60.7% | 0.01% | -56.0% |
| Q1 2020 | $273,000 | +17.2% | 1,729 | +58.6% | 0.02% | +108.3% |
| Q4 2019 | $233,000 | -87.4% | 1,090 | -90.1% | 0.01% | -96.3% |
| Q4 2018 | $1,853,000 | +588.8% | 11,031 | +432.1% | 0.32% | +38.3% |
| Q3 2014 | $269,000 | -19.2% | 2,073 | -13.9% | 0.24% | +10.8% |
| Q2 2014 | $333,000 | – | 2,409 | – | 0.21% | – |
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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% |