ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,368,810 | +60.4% | 41,797 | +73.6% | 0.20% | +71.3% |
Q2 2023 | $5,841,943 | -39.9% | 24,075 | -43.8% | 0.12% | -41.9% |
Q1 2023 | $9,719,237 | -13.6% | 42,850 | -18.2% | 0.20% | -21.7% |
Q4 2022 | $11,243,637 | +260.5% | 52,413 | +247.1% | 0.25% | +251.4% |
Q3 2022 | $3,119,000 | -53.8% | 15,099 | -53.9% | 0.07% | -53.5% |
Q2 2022 | $6,751,000 | -8.4% | 32,724 | +13.6% | 0.16% | +9.2% |
Q1 2022 | $7,369,000 | -52.8% | 28,813 | -46.0% | 0.14% | -43.7% |
Q4 2021 | $15,628,000 | +95.8% | 53,329 | +96.2% | 0.25% | +86.7% |
Q3 2021 | $7,981,000 | +183.4% | 27,185 | +200.9% | 0.14% | +193.5% |
Q2 2021 | $2,816,000 | +11.9% | 9,036 | +8.0% | 0.05% | +7.0% |
Q1 2021 | $2,517,000 | -40.5% | 8,368 | -43.3% | 0.04% | -40.3% |
Q4 2020 | $4,233,000 | +21.4% | 14,764 | -6.2% | 0.07% | 0.0% |
Q3 2020 | $3,486,000 | +66.6% | 15,738 | +55.6% | 0.07% | +60.0% |
Q2 2020 | $2,093,000 | -51.8% | 10,117 | -63.1% | 0.04% | -63.4% |
Q1 2020 | $4,338,000 | – | 27,428 | – | 0.12% | – |
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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% |