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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $209,000 | -17.7% | 695 | -48.8% | 0.00% | -50.0% |
| Q4 2017 | $254,000 | +0.4% | 1,358 | -4.0% | 0.01% | 0.0% |
| Q3 2017 | $253,000 | +5.4% | 1,414 | -0.4% | 0.01% | 0.0% |
| Q2 2017 | $240,000 | -1.2% | 1,420 | -5.6% | 0.01% | 0.0% |
| Q1 2017 | $243,000 | +4.3% | 1,504 | -0.7% | 0.01% | 0.0% |
| Q4 2016 | $233,000 | +3.6% | 1,514 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $225,000 | +6.1% | 1,514 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $212,000 | +3.4% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $205,000 | -3.3% | 1,544 | +1.6% | 0.01% | 0.0% |
| Q4 2015 | $212,000 | +4.4% | 1,519 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $203,000 | -13.6% | 1,519 | +0.1% | 0.01% | -14.3% |
| Q2 2015 | $235,000 | -0.4% | 1,518 | -2.5% | 0.01% | 0.0% |
| Q1 2015 | $236,000 | -31.6% | 1,557 | -35.7% | 0.01% | -36.4% |
| Q4 2014 | $345,000 | +14.2% | 2,423 | +4.1% | 0.01% | +10.0% |
| Q3 2014 | $302,000 | +36.7% | 2,327 | +46.0% | 0.01% | +11.1% |
| Q2 2014 | $221,000 | -20.2% | 1,594 | -21.8% | 0.01% | -25.0% |
| Q1 2014 | $277,000 | -2.5% | 2,038 | -2.6% | 0.01% | -7.7% |
| Q4 2013 | $284,000 | +1.1% | 2,093 | -6.2% | 0.01% | 0.0% |
| Q3 2013 | $281,000 | +38.4% | 2,231 | +22.6% | 0.01% | +30.0% |
| Q2 2013 | $203,000 | – | 1,819 | – | 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% |