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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $3,370,000 | -12.5% | 13,175 | +0.3% | 0.43% | -11.2% |
Q4 2021 | $3,850,000 | -16.7% | 13,137 | -16.6% | 0.48% | -26.4% |
Q3 2021 | $4,623,000 | +38.9% | 15,745 | +47.4% | 0.66% | +32.1% |
Q2 2021 | $3,329,000 | +37.3% | 10,679 | +32.5% | 0.50% | +18.9% |
Q1 2021 | $2,424,000 | +7.1% | 8,061 | +2.1% | 0.42% | -4.6% |
Q4 2020 | $2,264,000 | – | 7,896 | – | 0.44% | – |
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% |