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 | $3,787,014 | -34.9% | 16,895 | -29.5% | 0.51% | -30.9% |
| Q2 2023 | $5,818,987 | -7.1% | 23,980 | -13.2% | 0.73% | -12.5% |
| Q1 2023 | $6,267,037 | -1.9% | 27,630 | -7.3% | 0.84% | -7.8% |
| Q4 2022 | $6,390,551 | +129.6% | 29,790 | +121.2% | 0.91% | +83.8% |
| Q3 2022 | $2,783,000 | +946.2% | 13,469 | +749.2% | 0.49% | +1200.0% |
| Q4 2018 | $266,000 | -22.2% | 1,586 | 0.0% | 0.04% | -20.8% |
| Q3 2018 | $342,000 | +28.6% | 1,586 | -18.8% | 0.05% | -27.3% |
| Q1 2014 | $266,000 | +0.4% | 1,953 | 0.0% | 0.07% | -1.5% |
| Q4 2013 | $265,000 | +7.7% | 1,953 | 0.0% | 0.07% | -2.9% |
| Q3 2013 | $246,000 | – | 1,953 | – | 0.07% | – |
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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% |