ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,472,543 | +9279.9% | 158,254 | +10057.5% | 0.12% | +2825.0% |
| Q2 2023 | $378,176 | +49.3% | 1,558 | +39.5% | 0.00% | +33.3% |
| Q1 2023 | $253,358 | -99.0% | 1,117 | -99.0% | 0.00% | -99.1% |
| Q4 2022 | $25,843,304 | +5.0% | 112,182 | -3.8% | 0.33% | -5.7% |
| Q3 2022 | $24,622,000 | -3.2% | 116,626 | -0.8% | 0.35% | -0.8% |
| Q2 2022 | $25,423,000 | -13.3% | 117,530 | +4.6% | 0.36% | -10.1% |
| Q1 2022 | $29,323,000 | +11.9% | 112,350 | +8.1% | 0.40% | +5.1% |
| Q4 2021 | $26,200,000 | -16.8% | 103,953 | +0.7% | 0.38% | -19.0% |
| Q3 2021 | $31,496,000 | +5.3% | 103,206 | +1.2% | 0.46% | -3.7% |
| Q2 2021 | $29,907,000 | +10.4% | 102,032 | +15.3% | 0.48% | -2.0% |
| Q1 2021 | $27,090,000 | – | 88,491 | – | 0.49% | – |
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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% |