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 | $3,157,377 | +95723.3% | 14,086 | +3.7% | 0.06% | -6.0% |
| Q2 2023 | $3,295 | +3.3% | 13,578 | -3.5% | 0.07% | -2.9% |
| Q1 2023 | $3,191 | +4.6% | 14,069 | -1.1% | 0.07% | +1.5% |
| Q4 2022 | $3,051 | -99.9% | 14,223 | +11.3% | 0.07% | +4.6% |
| Q3 2022 | $2,641,000 | -2.4% | 12,782 | -2.6% | 0.06% | +3.2% |
| Q2 2022 | $2,707,000 | -9.6% | 13,123 | +12.1% | 0.06% | +1.6% |
| Q1 2022 | $2,995,000 | -10.5% | 11,709 | +2.5% | 0.06% | -10.1% |
| Q4 2021 | $3,348,000 | -2.7% | 11,425 | -2.6% | 0.07% | -6.8% |
| Q3 2021 | $3,442,000 | -6.0% | 11,725 | -0.1% | 0.07% | -7.5% |
| Q2 2021 | $3,660,000 | +0.2% | 11,741 | -3.3% | 0.08% | -5.9% |
| Q1 2021 | $3,652,000 | +3.4% | 12,142 | -1.5% | 0.08% | -4.5% |
| Q4 2020 | $3,532,000 | +29.7% | 12,321 | +0.2% | 0.09% | +11.2% |
| Q3 2020 | $2,724,000 | +8.4% | 12,299 | +1.3% | 0.08% | 0.0% |
| Q2 2020 | $2,513,000 | +45.5% | 12,146 | +11.2% | 0.08% | +3.9% |
| Q1 2020 | $1,727,000 | -26.6% | 10,919 | -0.6% | 0.08% | -8.3% |
| Q4 2019 | $2,353,000 | +11.1% | 10,984 | 0.0% | 0.08% | +1.2% |
| Q3 2019 | $2,117,000 | +32.0% | 10,984 | +37.5% | 0.08% | +27.7% |
| Q2 2019 | $1,604,000 | +2.0% | 7,986 | -0.2% | 0.06% | -3.0% |
| Q1 2019 | $1,573,000 | +18.9% | 7,999 | +1.6% | 0.07% | +3.1% |
| Q4 2018 | $1,323,000 | -21.9% | 7,876 | 0.0% | 0.06% | -12.2% |
| Q3 2018 | $1,694,000 | +2.7% | 7,876 | -2.4% | 0.07% | -2.6% |
| Q2 2018 | $1,649,000 | +5.8% | 8,071 | -1.3% | 0.08% | +2.7% |
| Q1 2018 | $1,558,000 | +0.8% | 8,178 | -1.2% | 0.07% | +4.2% |
| Q4 2017 | $1,546,000 | +2.7% | 8,278 | -1.6% | 0.07% | -2.7% |
| Q3 2017 | $1,505,000 | +5.8% | 8,416 | 0.0% | 0.07% | +2.8% |
| Q2 2017 | $1,422,000 | +4.6% | 8,416 | +0.1% | 0.07% | +2.9% |
| Q1 2017 | $1,359,000 | +15.3% | 8,408 | +9.8% | 0.07% | +9.5% |
| Q4 2016 | $1,179,000 | -4.2% | 7,658 | -14.7% | 0.06% | -14.9% |
| Q2 2016 | $1,231,000 | -9.2% | 8,975 | -12.1% | 0.07% | -11.9% |
| Q1 2016 | $1,355,000 | -28.6% | 10,215 | -25.0% | 0.08% | -31.1% |
| Q4 2015 | $1,898,000 | +50.5% | 13,624 | +44.7% | 0.12% | +40.2% |
| Q3 2015 | $1,261,000 | -15.1% | 9,414 | -2.0% | 0.09% | -8.4% |
| Q2 2015 | $1,485,000 | +2.8% | 9,608 | +0.8% | 0.10% | +5.6% |
| Q1 2015 | $1,444,000 | +16.8% | 9,528 | +9.8% | 0.09% | +15.4% |
| Q4 2014 | $1,236,000 | +9.2% | 8,678 | -0.6% | 0.08% | -1.3% |
| Q3 2014 | $1,132,000 | -4.4% | 8,728 | +2.0% | 0.08% | -3.7% |
| Q2 2014 | $1,184,000 | +4.1% | 8,554 | +2.4% | 0.08% | 0.0% |
| Q1 2014 | $1,137,000 | +13.2% | 8,354 | +12.8% | 0.08% | +9.3% |
| Q4 2013 | $1,004,000 | +16.5% | 7,408 | +8.2% | 0.08% | +5.6% |
| Q3 2013 | $862,000 | +20.9% | 6,848 | +7.1% | 0.07% | +20.3% |
| Q2 2013 | $713,000 | – | 6,392 | – | 0.06% | – |
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% |