ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,873 | -19.7% | 914 | -13.0% | 0.00% | 0.0% |
| Q2 2023 | $255,036 | +23.0% | 1,051 | +15.0% | 0.00% | 0.0% |
| Q1 2023 | $207,313 | -11.4% | 914 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $234,000 | -12.7% | 914 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $268,000 | 0.0% | 914 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $268,000 | -6.0% | 914 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $285,000 | +3.6% | 914 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $275,000 | +5.0% | 914 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $262,000 | +29.7% | 914 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $202,000 | – | 914 | – | 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% |