ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $200,000 | -12.7% | 783 | 0.0% | 0.12% | -8.6% |
Q4 2021 | $229,000 | +0.4% | 783 | +0.1% | 0.13% | -1.5% |
Q3 2021 | $228,000 | -6.2% | 782 | +0.1% | 0.13% | -9.1% |
Q2 2021 | $243,000 | +3.4% | 781 | 0.0% | 0.14% | -4.7% |
Q1 2021 | $235,000 | -13.0% | 781 | -17.1% | 0.15% | -18.0% |
Q4 2020 | $270,000 | +29.2% | 942 | 0.0% | 0.18% | +15.1% |
Q3 2020 | $209,000 | – | 942 | – | 0.16% | – |
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% |