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 2023 | $6,725 | -7.6% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,281 | +7.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,804 | -38.1% | 30 | -42.3% | 0.00% | -66.7% |
Q2 2022 | $11,000 | -15.4% | 52 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $13,000 | -13.3% | 52 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $15,000 | 0.0% | 52 | 0.0% | 0.00% | -25.0% |
Q3 2021 | $15,000 | -6.2% | 52 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $16,000 | +6.7% | 52 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $15,000 | – | 52 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |