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 | $5,884,000 | +25.8% | 28,481 | +25.6% | 0.94% | +19.3% |
| Q2 2022 | $4,678,000 | +30.2% | 22,676 | +61.4% | 0.79% | +37.7% |
| Q1 2022 | $3,594,000 | +6681.1% | 14,053 | +7621.4% | 0.57% | +7037.5% |
| Q4 2021 | $53,000 | -90.4% | 182 | -94.7% | 0.01% | -97.9% |
| Q1 2017 | $552,000 | -13.1% | 3,414 | -17.3% | 0.38% | +5.0% |
| Q4 2016 | $635,000 | -5.6% | 4,126 | -8.7% | 0.36% | -14.2% |
| Q3 2016 | $673,000 | – | 4,520 | – | 0.42% | – |
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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% |