ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $405,000 | +15.7% | 1,960 | +15.6% | 0.06% | +17.6% |
| Q2 2022 | $350,000 | -12.7% | 1,695 | +8.2% | 0.05% | 0.0% |
| Q1 2022 | $401,000 | -52.7% | 1,566 | -45.9% | 0.05% | -52.3% |
| Q4 2021 | $848,000 | +7.3% | 2,894 | +7.5% | 0.11% | +0.9% |
| Q3 2021 | $790,000 | +29.5% | 2,693 | +37.5% | 0.11% | +29.3% |
| Q2 2021 | $610,000 | +6.3% | 1,958 | +2.6% | 0.08% | -1.2% |
| Q1 2021 | $574,000 | -8.0% | 1,908 | -12.4% | 0.08% | -17.0% |
| Q4 2020 | $624,000 | – | 2,177 | – | 0.10% | – |
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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% |