ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $471,000 | -0.2% | 1,608 | 0.0% | 0.12% | -6.1% |
| Q3 2021 | $472,000 | -6.5% | 1,608 | -0.9% | 0.13% | -10.3% |
| Q2 2021 | $505,000 | +3.1% | 1,622 | -0.4% | 0.15% | +2.8% |
| Q1 2021 | $490,000 | +1.2% | 1,628 | -3.6% | 0.14% | -12.3% |
| Q4 2020 | $484,000 | +29.4% | 1,689 | 0.0% | 0.16% | +15.7% |
| Q3 2020 | $374,000 | -9.4% | 1,689 | -15.5% | 0.14% | -18.1% |
| Q2 2020 | $413,000 | +28.7% | 1,998 | -1.5% | 0.17% | +4.9% |
| Q1 2020 | $321,000 | -2.4% | 2,029 | +32.1% | 0.16% | +23.5% |
| Q4 2019 | $329,000 | +11.1% | 1,536 | +0.1% | 0.13% | +8.2% |
| Q3 2019 | $296,000 | -3.9% | 1,535 | 0.0% | 0.12% | -5.4% |
| Q2 2019 | $308,000 | +2.0% | 1,535 | +0.1% | 0.13% | +5.7% |
| Q1 2019 | $302,000 | +11.4% | 1,534 | -4.8% | 0.12% | +8.9% |
| Q4 2018 | $271,000 | -10.0% | 1,611 | +0.1% | 0.11% | -8.9% |
| Q3 2018 | $301,000 | -10.9% | 1,610 | -2.8% | 0.12% | -3.9% |
| Q2 2018 | $338,000 | +6.6% | 1,656 | -0.5% | 0.13% | +9.4% |
| Q1 2018 | $317,000 | -3.4% | 1,665 | -5.3% | 0.12% | -1.7% |
| Q4 2017 | $328,000 | +6.5% | 1,759 | +2.1% | 0.12% | 0.0% |
| Q3 2017 | $308,000 | +6.2% | 1,722 | +0.3% | 0.12% | -1.7% |
| Q2 2017 | $290,000 | -26.8% | 1,717 | -29.8% | 0.12% | -29.2% |
| Q1 2017 | $396,000 | +2.3% | 2,447 | -2.6% | 0.17% | -3.9% |
| Q4 2016 | $387,000 | -3.5% | 2,512 | -6.7% | 0.18% | -4.3% |
| Q3 2016 | $401,000 | +8.4% | 2,691 | 0.0% | 0.19% | +3.9% |
| Q2 2016 | $370,000 | -21.3% | 2,691 | -24.1% | 0.18% | -20.8% |
| Q1 2016 | $470,000 | -17.5% | 3,546 | -13.4% | 0.23% | -11.0% |
| Q4 2015 | $570,000 | – | 4,093 | – | 0.25% | – |
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% |