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 | $206,000 | -12.7% | 807 | +0.1% | 0.03% | -3.6% |
| Q4 2021 | $236,000 | -0.4% | 806 | 0.0% | 0.03% | -9.7% |
| Q3 2021 | $237,000 | -5.6% | 806 | +0.1% | 0.03% | -8.8% |
| Q2 2021 | $251,000 | +3.7% | 805 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $242,000 | +5.2% | 805 | +0.1% | 0.04% | -16.7% |
| Q4 2020 | $230,000 | -97.8% | 804 | -98.6% | 0.04% | -98.5% |
| Q4 2017 | $10,677,000 | +2010.1% | 57,189 | +1923.7% | 2.71% | +1797.2% |
| Q3 2017 | $506,000 | -96.6% | 2,826 | -96.9% | 0.14% | -97.2% |
| Q1 2017 | $14,708,000 | +12.7% | 90,982 | +7.4% | 5.03% | +6.8% |
| Q4 2016 | $13,046,000 | – | 84,745 | – | 4.71% | – |
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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% |