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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $385,000 | -19.3% | 1,869 | 0.0% | 0.05% | -3.6% |
| Q1 2022 | $477,000 | -13.6% | 1,869 | -0.8% | 0.06% | -6.8% |
| Q4 2021 | $552,000 | -0.2% | 1,884 | 0.0% | 0.06% | -9.2% |
| Q3 2021 | $553,000 | -5.8% | 1,884 | 0.0% | 0.06% | -3.0% |
| Q2 2021 | $587,000 | +3.7% | 1,884 | 0.0% | 0.07% | -5.6% |
| Q1 2021 | $566,000 | +5.4% | 1,884 | +0.5% | 0.07% | -1.4% |
| Q4 2020 | $537,000 | +22.9% | 1,875 | -5.1% | 0.07% | +14.3% |
| Q3 2020 | $437,000 | -6.0% | 1,975 | -12.2% | 0.06% | -13.7% |
| Q2 2020 | $465,000 | +31.0% | 2,250 | 0.0% | 0.07% | +9.0% |
| Q1 2020 | $355,000 | -32.0% | 2,250 | -7.8% | 0.07% | -9.5% |
| Q4 2019 | $522,000 | +17.8% | 2,441 | +6.1% | 0.07% | +10.4% |
| Q3 2019 | $443,000 | -7.7% | 2,300 | -3.8% | 0.07% | -6.9% |
| Q2 2019 | $480,000 | -12.7% | 2,392 | -14.5% | 0.07% | -14.3% |
| Q1 2019 | $550,000 | +19.3% | 2,799 | +1.8% | 0.08% | +9.1% |
| Q4 2018 | $461,000 | -22.0% | 2,749 | 0.0% | 0.08% | -6.1% |
| Q3 2018 | $591,000 | +5.3% | 2,749 | 0.0% | 0.08% | +1.2% |
| Q2 2018 | $561,000 | +7.3% | 2,749 | 0.0% | 0.08% | +9.5% |
| Q1 2018 | $523,000 | +1.9% | 2,749 | 0.0% | 0.07% | +5.7% |
| Q4 2017 | $513,000 | +0.8% | 2,749 | -3.5% | 0.07% | -4.1% |
| Q3 2017 | $509,000 | +4.1% | 2,849 | -1.7% | 0.07% | +1.4% |
| Q2 2017 | $489,000 | -23.4% | 2,899 | -26.6% | 0.07% | -24.2% |
| Q1 2017 | $638,000 | -27.3% | 3,949 | -30.7% | 0.10% | -31.2% |
| Q4 2016 | $877,000 | – | 5,699 | – | 0.14% | – |
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% |