ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 810 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $216,000 | -6.5% | 735 | -0.9% | 0.06% | -3.0% |
| Q2 2021 | $231,000 | -8.0% | 742 | -11.2% | 0.07% | -23.0% |
| Q1 2021 | $251,000 | +3.3% | 836 | -1.2% | 0.09% | +1.2% |
| Q4 2020 | $243,000 | -34.9% | 846 | -49.8% | 0.09% | -41.1% |
| Q3 2020 | $373,000 | +48.0% | 1,684 | +38.3% | 0.15% | +30.4% |
| Q2 2020 | $252,000 | -8.0% | 1,218 | -4.9% | 0.11% | -3.4% |
| Q4 2019 | $274,000 | +11.4% | 1,281 | +0.2% | 0.12% | +7.4% |
| Q3 2019 | $246,000 | -5.0% | 1,278 | -0.9% | 0.11% | -9.2% |
| Q2 2019 | $259,000 | -18.0% | 1,289 | -19.8% | 0.12% | -22.7% |
| Q1 2019 | $316,000 | +29.0% | 1,608 | +10.2% | 0.15% | +3.4% |
| Q4 2018 | $245,000 | – | 1,459 | – | 0.15% | – |
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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% |