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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,689 | -7.6% | 199 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,379 | -0.9% | 199 | -7.4% | 0.00% | 0.0% |
| Q1 2023 | $48,818 | +106026.1% | 215 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $46 | -99.9% | 214 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | +7.9% | 199 | +8.7% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -29.6% | 183 | -12.4% | 0.00% | -20.0% |
| Q1 2022 | $54,000 | -54.6% | 209 | -48.6% | 0.01% | -54.5% |
| Q4 2021 | $119,000 | +95.1% | 407 | +94.7% | 0.01% | +83.3% |
| Q3 2021 | $61,000 | -6.2% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $65,000 | +983.3% | 209 | +850.0% | 0.01% | +500.0% |
| Q4 2020 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -37.5% | 22 | -47.6% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | -11.1% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | -43.8% | 42 | -70.4% | 0.00% | -87.5% |
| Q2 2013 | $16,000 | – | 142 | – | 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% |