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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $28,272 | +7.1% | 117 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $26,388 | -0.9% | 116 | -6.5% | 0.01% | -6.7% |
| Q4 2022 | $26,640 | +2.5% | 124 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $26,000 | +4.0% | 124 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $25,000 | -21.9% | 124 | +0.8% | 0.02% | 0.0% |
| Q1 2022 | $32,000 | -11.1% | 123 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $36,000 | 0.0% | 123 | 0.0% | 0.02% | -22.7% |
| Q3 2021 | $36,000 | +140.0% | 123 | +161.7% | 0.02% | +144.4% |
| Q2 2021 | $15,000 | +15.4% | 47 | +11.9% | 0.01% | -10.0% |
| Q1 2021 | $13,000 | +550.0% | 42 | +425.0% | 0.01% | +400.0% |
| Q4 2020 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | – | 8 | – | 0.00% | – |
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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% |