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 2023 | $1,152,040 | -7.6% | 5,140 | 0.0% | 0.05% | -5.4% |
| Q2 2023 | $1,247,174 | +6.5% | 5,140 | -0.4% | 0.06% | +12.0% |
| Q1 2023 | $1,170,979 | +12.1% | 5,163 | +6.0% | 0.05% | 0.0% |
| Q4 2022 | $1,044,840 | +5.8% | 4,871 | +1.9% | 0.05% | -10.7% |
| Q3 2022 | $988,000 | +15.4% | 4,782 | +15.3% | 0.06% | +7.7% |
| Q2 2022 | $856,000 | -19.3% | 4,148 | 0.0% | 0.05% | -18.8% |
| Q1 2022 | $1,061,000 | -12.7% | 4,148 | 0.0% | 0.06% | -12.3% |
| Q4 2021 | $1,215,000 | +7.6% | 4,148 | +7.9% | 0.07% | -1.4% |
| Q3 2021 | $1,129,000 | -3.6% | 3,845 | +2.4% | 0.07% | -5.1% |
| Q2 2021 | $1,171,000 | -3.0% | 3,756 | -6.4% | 0.08% | -10.3% |
| Q1 2021 | $1,207,000 | +4.9% | 4,014 | 0.0% | 0.09% | -14.7% |
| Q4 2020 | $1,151,000 | +26.6% | 4,014 | -2.1% | 0.10% | +2.0% |
| Q3 2020 | $909,000 | +2064.3% | 4,102 | +1436.3% | 0.10% | +1566.7% |
| Q1 2020 | $42,000 | -25.0% | 267 | +1.5% | 0.01% | -14.3% |
| Q4 2019 | $56,000 | +9.8% | 263 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | -3.8% | 263 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $53,000 | +1.9% | 263 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $52,000 | +18.2% | 263 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $44,000 | -54.2% | 263 | -41.2% | 0.01% | -50.0% |
| Q3 2018 | $96,000 | +5.5% | 447 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $91,000 | +7.1% | 447 | +0.2% | 0.02% | -5.3% |
| Q1 2018 | $85,000 | +214.8% | 446 | +205.5% | 0.02% | +171.4% |
| Q4 2017 | $27,000 | +3.8% | 146 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $26,000 | +30.0% | 146 | +21.7% | 0.01% | -20.0% |
| Q2 2017 | $20,000 | +5.3% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $19,000 | +18.8% | 120 | +12.1% | 0.01% | +11.1% |
| Q4 2016 | $16,000 | 0.0% | 107 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $16,000 | +6.7% | 107 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $15,000 | – | 107 | – | 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% |