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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 73 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -9.5% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | -48.8% | 73 | -45.1% | 0.00% | -50.0% |
| Q2 2021 | $41,000 | +2.5% | 133 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $40,000 | +21.2% | 133 | +15.7% | 0.01% | 0.0% |
| Q4 2020 | $33,000 | +32.0% | 115 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $25,000 | -3.8% | 115 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $26,000 | +23.8% | 115 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -64.4% | 115 | -56.8% | 0.01% | -57.1% |
| Q4 2019 | $59,000 | – | 266 | – | 0.01% | – |
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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% |