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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135 | +0.8% | 5 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,126 | -99.2% | 5 | -99.3% | 0.00% | -99.0% |
| Q2 2022 | $148,000 | +10.4% | 719 | +37.2% | 0.10% | +22.1% |
| Q1 2022 | $134,000 | -76.6% | 524 | -73.2% | 0.09% | -75.7% |
| Q4 2021 | $573,000 | +340.8% | 1,957 | +341.8% | 0.35% | +306.9% |
| Q3 2021 | $130,000 | -34.3% | 443 | -30.1% | 0.09% | +17.6% |
| Q2 2021 | $198,000 | +1000.0% | 634 | +939.3% | 0.07% | +393.3% |
| Q1 2021 | $18,000 | – | 61 | – | 0.02% | – |
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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% |