ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,513,013 | -7.6% | 6,750 | 0.0% | 0.78% | -2.3% |
| Q2 2023 | $1,637,955 | +7.0% | 6,750 | 0.0% | 0.80% | -1.4% |
| Q1 2023 | $1,531,035 | +5.7% | 6,750 | 0.0% | 0.81% | -4.2% |
| Q4 2022 | $1,448,010 | +2.9% | 6,750 | -0.9% | 0.84% | -0.9% |
| Q3 2022 | $1,407,000 | +1.0% | 6,811 | +0.9% | 0.85% | -12.2% |
| Q2 2022 | $1,393,000 | -19.3% | 6,750 | 0.0% | 0.97% | -9.6% |
| Q1 2022 | $1,726,000 | -12.7% | 6,750 | 0.0% | 1.07% | -13.3% |
| Q4 2021 | $1,978,000 | -0.2% | 6,750 | 0.0% | 1.24% | -9.5% |
| Q3 2021 | $1,982,000 | -5.8% | 6,750 | 0.0% | 1.37% | -5.9% |
| Q2 2021 | $2,104,000 | +3.6% | 6,750 | 0.0% | 1.45% | -3.7% |
| Q1 2021 | $2,030,000 | +4.9% | 6,750 | 0.0% | 1.51% | -2.3% |
| Q4 2020 | $1,935,000 | +29.4% | 6,750 | 0.0% | 1.54% | +9.3% |
| Q3 2020 | $1,495,000 | +7.1% | 6,750 | 0.0% | 1.41% | -3.7% |
| Q2 2020 | $1,396,000 | +30.7% | 6,750 | 0.0% | 1.46% | +13.4% |
| Q1 2020 | $1,068,000 | -26.1% | 6,750 | 0.0% | 1.29% | -4.6% |
| Q4 2019 | $1,446,000 | +11.1% | 6,750 | 0.0% | 1.35% | +27.2% |
| Q3 2019 | $1,301,000 | -4.1% | 6,750 | 0.0% | 1.06% | -7.1% |
| Q2 2019 | $1,356,000 | +2.2% | 6,750 | 0.0% | 1.14% | -6.8% |
| Q1 2019 | $1,327,000 | +17.0% | 6,750 | 0.0% | 1.23% | -2.3% |
| Q4 2018 | $1,134,000 | -21.9% | 6,750 | 0.0% | 1.26% | -8.2% |
| Q3 2018 | $1,452,000 | +5.3% | 6,750 | 0.0% | 1.37% | +1.7% |
| Q2 2018 | $1,379,000 | +7.2% | 6,750 | 0.0% | 1.35% | +4.6% |
| Q1 2018 | $1,286,000 | +2.1% | 6,750 | 0.0% | 1.29% | +1.3% |
| Q4 2017 | $1,260,000 | – | 6,750 | – | 1.27% | – |
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% |