ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,125,000 | -12.4% | 8,307 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $2,427,000 | +3.1% | 8,281 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $2,355,000 | -3.0% | 8,023 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $2,428,000 | +8.4% | 7,789 | +4.6% | 0.00% | 0.0% |
| Q1 2021 | $2,240,000 | +8.0% | 7,449 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $2,074,000 | +30.4% | 7,235 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $1,591,000 | +13.2% | 7,181 | +5.6% | 0.00% | 0.0% |
| Q2 2020 | $1,406,000 | +18.0% | 6,798 | -9.8% | 0.00% | 0.0% |
| Q1 2020 | $1,192,000 | -29.1% | 7,539 | -3.9% | 0.00% | 0.0% |
| Q4 2019 | $1,681,000 | +17.1% | 7,849 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $1,435,000 | -7.7% | 7,448 | -3.8% | 0.00% | 0.0% |
| Q2 2019 | $1,555,000 | +7.8% | 7,743 | +5.5% | 0.00% | 0.0% |
| Q1 2019 | $1,443,000 | +26.7% | 7,338 | +8.2% | 0.00% | 0.0% |
| Q4 2018 | $1,139,000 | -29.2% | 6,782 | -9.3% | 0.00% | 0.0% |
| Q3 2018 | $1,609,000 | +9.5% | 7,480 | +4.0% | 0.00% | 0.0% |
| Q2 2018 | $1,470,000 | +5.1% | 7,195 | -2.0% | 0.00% | 0.0% |
| Q1 2018 | $1,399,000 | +3.7% | 7,341 | +1.6% | 0.00% | 0.0% |
| Q4 2017 | $1,349,000 | -15.3% | 7,225 | -18.8% | 0.00% | -50.0% |
| Q3 2017 | $1,593,000 | +6.6% | 8,902 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $1,494,000 | +3.9% | 8,855 | -0.4% | 0.00% | 0.0% |
| Q1 2017 | $1,438,000 | +160.0% | 8,895 | +147.4% | 0.00% | +100.0% |
| Q4 2016 | $553,000 | -61.6% | 3,595 | -62.8% | 0.00% | -50.0% |
| Q3 2016 | $1,440,000 | -80.5% | 9,672 | -82.0% | 0.00% | -83.3% |
| Q2 2016 | $7,373,000 | +19.1% | 53,749 | +15.2% | 0.01% | +20.0% |
| Q1 2016 | $6,188,000 | +444.7% | 46,666 | +472.2% | 0.01% | +400.0% |
| Q4 2015 | $1,136,000 | -46.3% | 8,156 | -48.4% | 0.00% | -50.0% |
| Q3 2015 | $2,116,000 | +69.0% | 15,797 | +95.0% | 0.00% | +100.0% |
| Q2 2015 | $1,252,000 | -15.5% | 8,102 | -17.1% | 0.00% | -33.3% |
| Q1 2015 | $1,482,000 | -4.0% | 9,776 | -9.8% | 0.00% | 0.0% |
| Q4 2014 | $1,544,000 | -29.4% | 10,841 | -31.4% | 0.00% | -40.0% |
| Q2 2014 | $2,187,000 | -95.1% | 15,801 | -95.2% | 0.01% | -95.3% |
| Q1 2014 | $44,944,000 | +4.1% | 330,327 | +3.7% | 0.11% | +1.9% |
| Q4 2013 | $43,179,000 | +8.4% | 318,642 | +0.6% | 0.10% | -2.8% |
| Q3 2013 | $39,839,000 | +8913.3% | 316,586 | +7894.6% | 0.11% | +10700.0% |
| Q2 2013 | $442,000 | – | 3,960 | – | 0.00% | – |
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% |