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 | $43,037 | -7.6% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $46,591 | +7.0% | 192 | 0.0% | 0.01% | +18.2% |
| Q1 2023 | $43,549 | +5.7% | 192 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $41,188 | +3.0% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | 0.0% | 192 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $40,000 | -18.4% | 192 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $49,000 | -12.5% | 192 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $56,000 | 0.0% | 192 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $56,000 | -6.7% | 192 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $60,000 | +3.4% | 192 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $58,000 | +5.5% | 192 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $55,000 | +27.9% | 192 | 0.0% | 0.02% | +8.7% |
| Q3 2020 | $43,000 | +7.5% | 192 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $40,000 | +33.3% | 192 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $30,000 | -26.8% | 192 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $41,000 | +10.8% | 192 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $37,000 | -5.1% | 192 | 0.0% | 0.02% | -12.5% |
| Q2 2019 | $39,000 | +2.6% | 192 | 0.0% | 0.02% | -29.4% |
| Q1 2019 | $38,000 | +18.8% | 192 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $32,000 | – | 192 | – | 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% |