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 | $20,398 | -7.6% | 91 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $22,082 | +105052.4% | 91 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $21 | +5.0% | 91 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20 | -99.8% | 91 | +82.0% | 0.01% | +25.0% |
| Q3 2022 | $10,000 | -61.5% | 50 | -59.7% | 0.01% | -27.3% |
| Q2 2022 | $26,000 | +13.0% | 124 | +36.3% | 0.01% | +22.2% |
| Q1 2022 | $23,000 | -53.1% | 91 | -45.2% | 0.01% | -57.1% |
| Q4 2021 | $49,000 | +36.1% | 166 | +37.2% | 0.02% | +23.5% |
| Q3 2021 | $36,000 | +33.3% | 121 | +40.7% | 0.02% | +30.8% |
| Q2 2021 | $27,000 | +50.0% | 86 | +41.0% | 0.01% | +62.5% |
| Q1 2021 | $18,000 | +63.6% | 61 | +48.8% | 0.01% | +60.0% |
| Q4 2020 | $11,000 | +22.2% | 41 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 41 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | -11.1% | 41 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $9,000 | – | 41 | – | 0.01% | – |
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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% |