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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,430 | -14.5% | 1,376 | -7.5% | 0.06% | -11.8% |
| Q2 2023 | $360,835 | +6.8% | 1,487 | -0.1% | 0.07% | 0.0% |
| Q1 2023 | $337,735 | +5.7% | 1,489 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $319,420 | -2.6% | 1,489 | -6.1% | 0.07% | -17.9% |
| Q3 2022 | $328,000 | -0.9% | 1,586 | -1.2% | 0.08% | -1.2% |
| Q2 2022 | $331,000 | -30.8% | 1,605 | -14.1% | 0.08% | -23.4% |
| Q1 2022 | $478,000 | -13.7% | 1,869 | -1.2% | 0.11% | -12.6% |
| Q4 2021 | $554,000 | +92.4% | 1,891 | +93.0% | 0.13% | +64.9% |
| Q3 2021 | $288,000 | -5.9% | 980 | -0.3% | 0.08% | -6.1% |
| Q2 2021 | $306,000 | +4.1% | 983 | +0.4% | 0.08% | -6.8% |
| Q1 2021 | $294,000 | +4.6% | 979 | 0.0% | 0.09% | -4.3% |
| Q4 2020 | $281,000 | – | 979 | – | 0.09% | – |
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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% |