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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $146,000 | -12.6% | 571 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $167,000 | -0.6% | 571 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $168,000 | -5.6% | 571 | 0.0% | 0.02% | -13.0% |
| Q2 2021 | $178,000 | +3.5% | 571 | 0.0% | 0.02% | -25.8% |
| Q1 2021 | $172,000 | +4.9% | 571 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $164,000 | +30.2% | 571 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $126,000 | +6.8% | 571 | 0.0% | 0.03% | +3.4% |
| Q2 2020 | $118,000 | +24.2% | 571 | -5.8% | 0.03% | +11.5% |
| Q1 2020 | $95,000 | -37.5% | 606 | -14.0% | 0.03% | -29.7% |
| Q4 2019 | $152,000 | +29.9% | 705 | +16.3% | 0.04% | +27.6% |
| Q3 2019 | $117,000 | -3.3% | 606 | 0.0% | 0.03% | -9.4% |
| Q2 2019 | $121,000 | +1.7% | 606 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $119,000 | +16.7% | 606 | 0.0% | 0.03% | +10.3% |
| Q4 2018 | $102,000 | -21.5% | 606 | 0.0% | 0.03% | -50.0% |
| Q3 2018 | $130,000 | -66.7% | 606 | -68.2% | 0.06% | -67.8% |
| Q2 2018 | $390,000 | +7.4% | 1,908 | +0.1% | 0.18% | +4.0% |
| Q1 2018 | $363,000 | +4.0% | 1,907 | +1.9% | 0.17% | -11.3% |
| Q4 2017 | $349,000 | +4.5% | 1,871 | +0.3% | 0.20% | -4.4% |
| Q3 2017 | $334,000 | +6.4% | 1,866 | +0.2% | 0.20% | +0.5% |
| Q2 2017 | $314,000 | +4.3% | 1,863 | 0.0% | 0.20% | +2.0% |
| Q1 2017 | $301,000 | +5.2% | 1,863 | +0.1% | 0.20% | +3.1% |
| Q4 2016 | $286,000 | +3.6% | 1,861 | +0.4% | 0.19% | +5.5% |
| Q3 2016 | $276,000 | +8.7% | 1,854 | +0.2% | 0.18% | +0.5% |
| Q2 2016 | $254,000 | +3.7% | 1,850 | 0.0% | 0.18% | +0.6% |
| Q1 2016 | $245,000 | -4.7% | 1,850 | +0.3% | 0.18% | -3.7% |
| Q4 2015 | $257,000 | +4.0% | 1,844 | +0.1% | 0.19% | +3.3% |
| Q3 2015 | $247,000 | -13.9% | 1,842 | -0.7% | 0.18% | -13.7% |
| Q2 2015 | $287,000 | +2.1% | 1,855 | +0.1% | 0.21% | +2.4% |
| Q1 2015 | $281,000 | +1.1% | 1,853 | -4.9% | 0.21% | -1.0% |
| Q4 2014 | $278,000 | +15.8% | 1,949 | +5.5% | 0.21% | +17.5% |
| Q3 2014 | $240,000 | -5.9% | 1,847 | +0.1% | 0.18% | -6.3% |
| Q2 2014 | $255,000 | +1.6% | 1,845 | +0.1% | 0.19% | +1.6% |
| Q1 2014 | $251,000 | +0.4% | 1,843 | 0.0% | 0.19% | -7.5% |
| Q4 2013 | $250,000 | – | 1,843 | – | 0.20% | – |
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% |