ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 620 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $395 | -100.0% | 1,543 | -57.9% | 0.12% | -68.9% |
| Q4 2021 | $1,075,000 | -14.5% | 3,667 | -14.4% | 0.39% | +0.5% |
| Q3 2021 | $1,258,000 | -17.9% | 4,286 | -12.8% | 0.39% | -27.5% |
| Q2 2021 | $1,533,000 | -67.2% | 4,917 | -68.4% | 0.53% | -73.3% |
| Q1 2021 | $4,674,000 | +135.1% | 15,541 | +124.1% | 2.00% | +75.0% |
| Q4 2020 | $1,988,000 | +11.3% | 6,935 | -19.7% | 1.14% | -9.8% |
| Q2 2020 | $1,786,000 | +366.3% | 8,632 | +256.7% | 1.27% | +228.0% |
| Q1 2020 | $383,000 | – | 2,420 | – | 0.39% | – |
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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% |