ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,744 | -7.6% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,613 | +7.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,158 | +5.7% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,251 | +3.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -20.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -11.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | -2.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | -4.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +2.1% | 155 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $47,000 | +6.8% | 155 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $44,000 | +29.4% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +28.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | -24.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +10.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $30,000 | -41.2% | 155 | -39.2% | 0.00% | -50.0% |
| Q2 2019 | $51,000 | +2.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +16.3% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | -35.8% | 255 | -17.7% | 0.00% | -20.0% |
| Q3 2018 | $67,000 | +6.3% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $63,000 | -8.7% | 310 | -14.4% | 0.01% | -16.7% |
| Q1 2018 | $69,000 | +1.5% | 362 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $68,000 | +4.6% | 362 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $65,000 | +6.6% | 362 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +3.4% | 362 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $59,000 | +5.4% | 362 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 362 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $54,000 | – | 362 | – | 0.01% | – |
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% |