ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,353,000 | -4.4% | 4,607 | +1.5% | 0.06% | -8.8% |
| Q2 2021 | $1,415,000 | -99.8% | 4,541 | +106.0% | 0.07% | +19.3% |
| Q1 2021 | $662,767,000 | +48312.5% | 2,204 | -53.9% | 0.06% | -78.6% |
| Q4 2020 | $1,369,000 | +8.1% | 4,776 | -22.0% | 0.27% | -33.0% |
| Q3 2020 | $1,267,000 | 0.0% | 6,124 | 0.0% | 0.40% | +8.8% |
| Q2 2020 | $1,267,000 | +48.2% | 6,124 | +13.0% | 0.36% | +166.4% |
| Q1 2020 | $855,000 | -36.2% | 5,420 | -13.4% | 0.14% | -51.2% |
| Q4 2019 | $1,341,000 | +41.9% | 6,259 | +27.6% | 0.28% | +47.9% |
| Q3 2019 | $945,000 | +16.5% | 4,906 | +21.6% | 0.19% | -50.6% |
| Q2 2019 | $811,000 | -15.3% | 4,036 | -17.1% | 0.38% | +117.5% |
| Q1 2019 | $957,000 | – | 4,869 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |