ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,164 | -99.8% | 94 | -99.7% | 0.01% | -99.8% |
| Q2 2021 | $11,065,000 | +8.5% | 35,501 | +4.7% | 3.88% | +1.7% |
| Q1 2021 | $10,201,000 | -1.0% | 33,920 | -5.6% | 3.81% | -9.2% |
| Q4 2020 | $10,299,000 | +50.6% | 35,923 | +16.3% | 4.20% | +30.0% |
| Q3 2020 | $6,839,000 | +69.4% | 30,875 | +58.2% | 3.23% | +44.5% |
| Q2 2020 | $4,037,000 | – | 19,515 | – | 2.23% | – |
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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% |