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 | $21,294 | -7.6% | 95 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $23,053 | +7.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,548 | +5.7% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,379 | +1.9% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | 0.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $20,000 | -16.7% | 95 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $24,000 | -14.3% | 95 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | -6.7% | 95 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $30,000 | +3.4% | 95 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $29,000 | +7.4% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | +28.6% | 95 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $21,000 | +5.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +33.3% | 95 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $15,000 | -25.0% | 95 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $20,000 | +11.1% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 95 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $19,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 95 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $16,000 | -20.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $20,000 | +5.3% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $19,000 | +5.6% | 95 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $18,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $18,000 | – | 95 | – | 0.01% | – |
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% |