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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $102,951 | -81.1% | 480 | -74.2% | 0.04% | -77.8% |
| Q4 2021 | $545,000 | 0.0% | 1,858 | +0.1% | 0.18% | -9.3% |
| Q3 2021 | $545,000 | -5.9% | 1,857 | 0.0% | 0.20% | -24.4% |
| Q2 2021 | $579,000 | +3.8% | 1,857 | +0.1% | 0.27% | +513.6% |
| Q1 2021 | $558,000 | +4.9% | 1,855 | 0.0% | 0.04% | -44.3% |
| Q4 2020 | $532,000 | +38.9% | 1,855 | +0.2% | 0.08% | -25.5% |
| Q2 2020 | $383,000 | -40.3% | 1,852 | -54.4% | 0.11% | -39.1% |
| Q1 2020 | $642,000 | -6.3% | 4,060 | +26.9% | 0.17% | -24.3% |
| Q4 2019 | $685,000 | +10.8% | 3,199 | -0.2% | 0.23% | -5.7% |
| Q3 2019 | $618,000 | -8.6% | 3,207 | -4.7% | 0.24% | -0.8% |
| Q2 2019 | $676,000 | +2.1% | 3,366 | +0.1% | 0.25% | -3.5% |
| Q1 2019 | $662,000 | +13.7% | 3,364 | -3.0% | 0.26% | -25.2% |
| Q4 2018 | $582,000 | -21.8% | 3,467 | +0.2% | 0.34% | -2.8% |
| Q3 2018 | $744,000 | +2.9% | 3,461 | -2.1% | 0.35% | -0.6% |
| Q2 2018 | $723,000 | +4.6% | 3,536 | -2.5% | 0.35% | -9.5% |
| Q1 2018 | $691,000 | -64.4% | 3,627 | -65.1% | 0.39% | -64.4% |
| Q4 2017 | $1,942,000 | +2.6% | 10,400 | -1.7% | 1.10% | +10.8% |
| Q3 2017 | $1,893,000 | +5.0% | 10,578 | -0.9% | 0.99% | -13.1% |
| Q2 2017 | $1,802,000 | +5.1% | 10,678 | +0.7% | 1.14% | +5.1% |
| Q1 2017 | $1,715,000 | +7.2% | 10,606 | +2.1% | 1.08% | +0.4% |
| Q4 2016 | $1,600,000 | – | 10,392 | – | 1.08% | – |
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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% |