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 2022 | $8,264 | +0.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,252 | -19.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,230 | -12.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,722 | -0.2% | 40 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $11,744 | -5.8% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,468 | +3.6% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,030 | +4.9% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,468 | +27.3% | 40 | -14.9% | 0.00% | 0.0% |
| Q3 2019 | $9,009 | -4.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,389 | +2.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,192 | +17.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,853 | -21.9% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,053 | +5.3% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,551 | +7.2% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,908 | +2.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,727 | -49.6% | 47 | -51.5% | 0.00% | -60.0% |
| Q3 2017 | $17,313 | +6.0% | 97 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,327 | +4.4% | 97 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $15,639 | -19.8% | 97 | -23.6% | 0.01% | -28.6% |
| Q4 2016 | $19,511 | +3.4% | 127 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $18,872 | -45.4% | 127 | -49.6% | 0.01% | -50.0% |
| Q2 2016 | $34,534 | -35.2% | 252 | -37.3% | 0.01% | -36.4% |
| Q1 2016 | $53,275 | – | 402 | – | 0.02% | – |
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% |