ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $248,000 | +71.0% | 847 | +71.5% | 0.02% | +45.5% |
| Q3 2021 | $145,000 | -22.5% | 494 | -17.4% | 0.01% | -26.7% |
| Q2 2021 | $187,000 | -39.9% | 598 | -42.2% | 0.02% | -46.4% |
| Q1 2021 | $311,000 | -3.4% | 1,034 | -8.1% | 0.03% | -9.7% |
| Q4 2020 | $322,000 | +4.5% | 1,125 | -19.1% | 0.03% | -6.1% |
| Q3 2020 | $308,000 | +41.9% | 1,390 | +0.9% | 0.03% | +17.9% |
| Q1 2020 | $217,000 | -76.2% | 1,377 | -67.6% | 0.03% | -70.2% |
| Q4 2019 | $911,000 | +9.4% | 4,253 | -1.6% | 0.09% | +4.4% |
| Q3 2019 | $833,000 | +1.5% | 4,322 | +5.7% | 0.09% | +2.3% |
| Q2 2019 | $821,000 | +1646.8% | 4,087 | +1624.5% | 0.09% | +633.3% |
| Q1 2019 | $47,000 | +6.8% | 237 | -8.5% | 0.01% | +33.3% |
| Q4 2018 | $44,000 | -51.1% | 259 | -38.0% | 0.01% | -78.6% |
| Q3 2018 | $90,000 | -22.4% | 418 | -34.9% | 0.04% | +31.2% |
| Q3 2017 | $116,000 | -99.9% | 642 | 0.0% | 0.03% | +23.1% |
| Q2 2017 | $108,000,000 | +1.9% | 642 | 0.0% | 0.03% | -10.3% |
| Q1 2017 | $106,000,000 | -41.4% | 642 | -45.5% | 0.03% | -9.4% |
| Q4 2016 | $181,000,000 | +81065.9% | 1,177 | -21.4% | 0.03% | -20.0% |
| Q3 2016 | $223,000 | +185.9% | 1,497 | +161.7% | 0.04% | +60.0% |
| Q2 2016 | $78,000 | -6.0% | 572 | -8.9% | 0.02% | -13.8% |
| Q1 2016 | $83,000 | -35.7% | 628 | -32.3% | 0.03% | -39.6% |
| Q4 2015 | $129,000 | +7.5% | 928 | +3.1% | 0.05% | +11.6% |
| Q3 2015 | $120,000 | +11.1% | 900 | +28.6% | 0.04% | +16.2% |
| Q2 2015 | $108,000 | +1.9% | 700 | 0.0% | 0.04% | +8.8% |
| Q1 2015 | $106,000 | +6.0% | 700 | 0.0% | 0.03% | +3.0% |
| Q4 2014 | $100,000 | -59.8% | 700 | -63.5% | 0.03% | -34.0% |
| Q3 2014 | $249,000 | +24800.0% | 1,920 | +27328.6% | 0.05% | +4900.0% |
| Q2 2014 | $1,000 | – | 7 | – | 0.00% | – |
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% |