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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $9,980,000 | +34313.8% | 32,019 | +22448.6% | 6.17% | +10722.8% |
| Q2 2019 | $29,000 | +3.6% | 142 | 0.0% | 0.06% | +5.6% |
| Q1 2019 | $28,000 | -91.0% | 142 | -92.4% | 0.05% | -85.4% |
| Q4 2018 | $312,000 | -22.0% | 1,859 | 0.0% | 0.37% | -18.3% |
| Q3 2018 | $400,000 | -0.5% | 1,859 | -5.5% | 0.45% | +7.6% |
| Q2 2018 | $402,000 | +5.8% | 1,967 | -1.4% | 0.42% | +7.4% |
| Q1 2018 | $380,000 | -2.6% | 1,994 | -4.6% | 0.39% | -15.8% |
| Q4 2017 | $390,000 | -25.9% | 2,091 | -28.9% | 0.47% | -17.5% |
| Q3 2017 | $526,000 | -2.0% | 2,940 | -7.7% | 0.57% | -1.4% |
| Q2 2017 | $537,000 | -42.3% | 3,184 | -44.6% | 0.57% | -36.7% |
| Q1 2017 | $930,000 | -41.3% | 5,752 | -44.1% | 0.91% | -15.7% |
| Q4 2016 | $1,583,000 | -13.8% | 10,282 | -16.7% | 1.08% | -3.8% |
| Q3 2016 | $1,837,000 | -35.0% | 12,338 | -40.1% | 1.12% | -37.4% |
| Q2 2016 | $2,824,000 | -2.1% | 20,589 | -5.3% | 1.79% | -0.4% |
| Q1 2016 | $2,884,000 | -3.6% | 21,751 | +1.3% | 1.80% | -1.9% |
| Q4 2015 | $2,991,000 | -12.2% | 21,478 | -15.5% | 1.83% | -13.6% |
| Q3 2015 | $3,406,000 | -15.8% | 25,426 | -2.8% | 2.12% | -6.0% |
| Q2 2015 | $4,043,000 | +9.2% | 26,153 | +7.0% | 2.25% | +9.5% |
| Q1 2015 | $3,703,000 | -2.0% | 24,434 | -7.9% | 2.06% | -14.2% |
| Q4 2014 | $3,778,000 | +188800.0% | 26,538 | +204038.5% | 2.40% | +239800.0% |
| Q3 2014 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | -50.0% |
| Q1 2014 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | -92.9% | 13 | -94.9% | 0.00% | -92.3% |
| Q2 2013 | $28,000 | – | 255 | – | 0.03% | – |
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% |