ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $62,145 | +5.7% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $58,775 | +43.4% | 274 | +38.4% | 0.01% | +25.0% |
| Q3 2022 | $41,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | +141.2% | 198 | +191.2% | 0.00% | +300.0% |
| Q1 2022 | $17,000 | -15.0% | 68 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $20,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 67 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $19,000 | +26.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | -69.4% | 67 | -71.5% | 0.00% | -70.0% |
| Q2 2020 | $49,000 | +32.4% | 235 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $37,000 | +164.3% | 235 | +250.7% | 0.01% | +150.0% |
| Q4 2019 | $14,000 | +7.7% | 67 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $13,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 67 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $13,000 | +18.2% | 67 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | – | 67 | – | 0.01% | – |
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% |