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 | $335,344 | +28.0% | 1,496 | +45.8% | 0.02% | +9.5% |
| Q1 2022 | $262,000 | +0.8% | 1,026 | +17.3% | 0.02% | -4.5% |
| Q3 2021 | $260,000 | +8.8% | 875 | +11.2% | 0.02% | -8.3% |
| Q1 2021 | $239,000 | -26.2% | 787 | -30.4% | 0.02% | -38.5% |
| Q4 2020 | $324,000 | +47.9% | 1,130 | +18.9% | 0.04% | +30.0% |
| Q3 2020 | $219,000 | +10850.0% | 950 | +5837.5% | 0.03% | +2900.0% |
| Q3 2018 | $2,000 | -99.9% | 16 | -99.8% | 0.00% | -99.9% |
| Q2 2018 | $1,909,000 | +8.7% | 9,342 | +1.3% | 0.70% | +14.9% |
| Q1 2018 | $1,757,000 | – | 9,219 | – | 0.61% | – |
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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% |