ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,283 | +82533.1% | 980 | -21.9% | 0.08% | -21.5% |
| Q4 2022 | $269 | -99.9% | 1,255 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $259,000 | -3.4% | 1,255 | -3.5% | 0.11% | +4.9% |
| Q2 2022 | $268,000 | -19.3% | 1,300 | 0.0% | 0.10% | -8.0% |
| Q1 2022 | $332,000 | -12.9% | 1,300 | 0.0% | 0.11% | -9.7% |
| Q4 2021 | $381,000 | -0.3% | 1,300 | 0.0% | 0.12% | -10.1% |
| Q3 2021 | $382,000 | -5.7% | 1,300 | 0.0% | 0.14% | -8.6% |
| Q2 2021 | $405,000 | +3.6% | 1,300 | 0.0% | 0.15% | -6.8% |
| Q1 2021 | $391,000 | +4.8% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q4 2020 | $373,000 | +29.5% | 1,300 | 0.0% | 0.16% | +14.0% |
| Q3 2020 | $288,000 | +7.1% | 1,300 | 0.0% | 0.14% | +2.1% |
| Q2 2020 | $269,000 | +30.6% | 1,300 | 0.0% | 0.14% | +13.8% |
| Q1 2020 | $206,000 | -25.9% | 1,300 | 0.0% | 0.12% | -7.5% |
| Q4 2019 | $278,000 | +10.8% | 1,300 | 0.0% | 0.13% | +3.9% |
| Q3 2019 | $251,000 | -3.8% | 1,300 | 0.0% | 0.13% | +8.5% |
| Q2 2019 | $261,000 | – | 1,300 | – | 0.12% | – |
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% |