ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,787 | -7.6% | 1,677 | 0.0% | 0.24% | -2.8% |
| Q2 2023 | $406,819 | +2.4% | 1,677 | -4.3% | 0.25% | -3.1% |
| Q1 2023 | $397,275 | +1.4% | 1,752 | -4.1% | 0.26% | -1.9% |
| Q4 2022 | $391,821 | +3.9% | 1,827 | 0.0% | 0.26% | -1.1% |
| Q3 2022 | $377,000 | -5.0% | 1,827 | -5.1% | 0.26% | -1.9% |
| Q2 2022 | $397,000 | -35.2% | 1,926 | -19.6% | 0.27% | -21.6% |
| Q1 2022 | $613,000 | +1.8% | 2,396 | -3.0% | 0.34% | +8.5% |
| Q4 2021 | $602,000 | -24.2% | 2,471 | 0.0% | 0.32% | -18.6% |
| Q3 2021 | $794,000 | +2.2% | 2,471 | -2.1% | 0.39% | -5.8% |
| Q2 2021 | $777,000 | -6.6% | 2,523 | -8.8% | 0.41% | -15.2% |
| Q1 2021 | $832,000 | +88.2% | 2,766 | +79.3% | 0.49% | +73.6% |
| Q4 2020 | $442,000 | +213.5% | 1,543 | +162.4% | 0.28% | +177.2% |
| Q3 2020 | $141,000 | -32.2% | 588 | -41.3% | 0.10% | -42.9% |
| Q2 2020 | $208,000 | +17.5% | 1,002 | -7.4% | 0.18% | +0.6% |
| Q1 2020 | $177,000 | -43.6% | 1,082 | -26.2% | 0.18% | -38.0% |
| Q4 2019 | $314,000 | – | 1,467 | – | 0.28% | – |
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% |