ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,951,000 | -65.1% | 35,000 | -60.0% | 0.01% | -73.6% |
| Q4 2021 | $25,613,000 | -36.5% | 87,400 | -36.3% | 0.05% | -39.8% |
| Q3 2021 | $40,310,000 | +865.0% | 137,300 | +924.6% | 0.09% | +700.0% |
| Q2 2021 | $4,177,000 | -36.3% | 13,400 | -38.5% | 0.01% | -54.2% |
| Q1 2021 | $6,556,000 | -95.4% | 21,800 | -96.8% | 0.02% | -95.8% |
| Q2 2020 | $141,251,000 | +8136.2% | 682,800 | +7486.7% | 0.58% | +4007.1% |
| Q1 2018 | $1,715,000 | +1431.2% | 9,000 | +1400.0% | 0.01% | +1300.0% |
| Q4 2017 | $112,000 | +4.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $107,000 | – | 600 | – | 0.00% | – |
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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% |