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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $11,584 | +93.1% | 54 | +100.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -99.9% | 27 | -18.2% | 0.00% | 0.0% |
| Q2 2022 | $6,808,000 | +85000.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -42.9% | 33 | -28.3% | 0.00% | -60.0% |
| Q3 2021 | $14,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 46 | -4.2% | 0.01% | -37.5% |
| Q1 2021 | $14,000 | – | 48 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |