ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $13,000 | -13.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $16,000 | +6.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $14,000 | +27.3% | 50 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | -93.5% | 50 | -93.7% | 0.00% | -92.6% |
| Q3 2019 | $153,000 | -2.5% | 795 | +3.5% | 0.03% | -25.0% |
| Q2 2019 | $157,000 | +0.6% | 768 | -3.4% | 0.04% | +20.0% |
| Q1 2019 | $156,000 | -20.4% | 795 | -31.8% | 0.03% | -28.6% |
| Q4 2018 | $196,000 | +38.0% | 1,166 | +76.7% | 0.04% | +50.0% |
| Q3 2018 | $142,000 | -9.0% | 660 | -14.1% | 0.03% | -17.6% |
| Q2 2018 | $156,000 | -10.9% | 768 | -16.3% | 0.03% | -12.8% |
| Q1 2018 | $175,000 | +22.4% | 918 | +19.5% | 0.04% | +14.7% |
| Q4 2017 | $143,000 | – | 768 | – | 0.03% | – |
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% |