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 2021 | $126,000 | +5.0% | 430 | +11.7% | 0.02% | 0.0% |
| Q2 2021 | $120,000 | +21.2% | 385 | +16.7% | 0.02% | +6.7% |
| Q1 2021 | $99,000 | +35.6% | 330 | +29.4% | 0.02% | +25.0% |
| Q4 2020 | $73,000 | +247.6% | 255 | +168.4% | 0.01% | +200.0% |
| Q3 2020 | $21,000 | +600.0% | 95 | -96.7% | 0.00% | +300.0% |
| Q2 2020 | $3,000 | -90.3% | 2,922 | +1488.0% | 0.00% | -87.5% |
| Q4 2018 | $31,000 | -22.5% | 184 | 0.0% | 0.01% | -27.3% |
| Q3 2018 | $40,000 | +5.3% | 184 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $38,000 | +11.8% | 184 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $34,000 | -2.9% | 184 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $35,000 | -78.8% | 184 | -79.8% | 0.01% | -80.4% |
| Q3 2017 | $165,000 | – | 910 | – | 0.06% | – |
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% |