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 2022 | $52,000 | 0.0% | 251 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -29.7% | 251 | 0.0% | 0.02% | -33.3% |
| Q3 2021 | $74,000 | -5.1% | 251 | 0.0% | 0.02% | +14.3% |
| Q2 2021 | $78,000 | +4.0% | 251 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $75,000 | +4.2% | 251 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $72,000 | +28.6% | 251 | 0.0% | 0.02% | +22.2% |
| Q3 2020 | $56,000 | -32.5% | 251 | -37.1% | 0.02% | -37.9% |
| Q2 2020 | $83,000 | +31.7% | 399 | 0.0% | 0.03% | +11.5% |
| Q1 2020 | $63,000 | -25.9% | 399 | 0.0% | 0.03% | -16.1% |
| Q4 2019 | $85,000 | +10.4% | 399 | 0.0% | 0.03% | +6.9% |
| Q3 2019 | $77,000 | -4.9% | 399 | 0.0% | 0.03% | -12.1% |
| Q2 2019 | $81,000 | +3.8% | 399 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $78,000 | +1.3% | 399 | -12.9% | 0.03% | -10.5% |
| Q4 2018 | $77,000 | – | 458 | – | 0.04% | – |
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% |