ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,017 | -20.8% | 1,321 | -14.3% | 0.01% | -25.0% |
Q2 2023 | $373,847 | -4.6% | 1,541 | -10.8% | 0.01% | -11.1% |
Q1 2023 | $391,951 | +4.9% | 1,728 | -0.8% | 0.01% | -18.2% |
Q4 2022 | $373,757 | +17.5% | 1,742 | +13.2% | 0.01% | -8.3% |
Q3 2022 | $318,000 | -13.4% | 1,539 | -13.4% | 0.01% | -25.0% |
Q2 2022 | $367,000 | -16.4% | 1,778 | +3.6% | 0.02% | -5.9% |
Q1 2022 | $439,000 | -17.0% | 1,717 | -4.8% | 0.02% | -10.5% |
Q4 2021 | $529,000 | -10.8% | 1,804 | -10.6% | 0.02% | -20.8% |
Q3 2021 | $593,000 | -12.9% | 2,018 | -7.6% | 0.02% | -14.3% |
Q2 2021 | $681,000 | +15.4% | 2,183 | +11.3% | 0.03% | 0.0% |
Q1 2021 | $590,000 | -13.2% | 1,961 | -17.4% | 0.03% | -20.0% |
Q4 2020 | $680,000 | +104.2% | 2,373 | +57.8% | 0.04% | +52.2% |
Q3 2020 | $333,000 | +22.0% | 1,504 | +13.9% | 0.02% | +15.0% |
Q2 2020 | $273,000 | +28.8% | 1,320 | -1.6% | 0.02% | +5.3% |
Q1 2020 | $212,000 | -15.2% | 1,342 | +15.2% | 0.02% | -5.0% |
Q4 2019 | $250,000 | +15.7% | 1,165 | +4.0% | 0.02% | +5.3% |
Q3 2019 | $216,000 | -30.8% | 1,120 | -28.0% | 0.02% | -20.8% |
Q2 2019 | $312,000 | +221.6% | 1,556 | +216.3% | 0.02% | +71.4% |
Q1 2019 | $97,000 | +16.9% | 492 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $83,000 | -26.5% | 492 | -6.1% | 0.01% | -46.2% |
Q3 2018 | $113,000 | +11.9% | 524 | +6.5% | 0.03% | +23.8% |
Q2 2018 | $101,000 | -31.8% | 492 | -36.8% | 0.02% | -36.4% |
Q1 2018 | $148,000 | -49.8% | 778 | -50.8% | 0.03% | -2.9% |
Q4 2017 | $295,000 | +231.5% | 1,580 | +217.3% | 0.03% | +3.0% |
Q3 2017 | $89,000 | +6.0% | 498 | +0.2% | 0.03% | +32.0% |
Q2 2017 | $84,000 | – | 497 | – | 0.02% | – |
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% |