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 | $100 | -8.3% | 450 | 0.0% | 0.00% | – |
| Q2 2023 | $109 | +6.9% | 450 | 0.0% | 0.00% | – |
| Q1 2023 | $102 | +6.2% | 450 | 0.0% | 0.00% | – |
| Q4 2022 | $96 | -99.9% | 450 | 0.0% | 0.00% | – |
| Q3 2022 | $92,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q2 2022 | $92,000 | -20.0% | 450 | 0.0% | 0.00% | – |
| Q1 2022 | $115,000 | -12.2% | 450 | 0.0% | 0.00% | – |
| Q4 2021 | $131,000 | -0.8% | 450 | 0.0% | 0.00% | – |
| Q3 2021 | $132,000 | -5.7% | 450 | 0.0% | 0.00% | – |
| Q2 2021 | $140,000 | +3.7% | 450 | 0.0% | 0.00% | – |
| Q1 2021 | $135,000 | +4.7% | 450 | 0.0% | 0.00% | – |
| Q4 2020 | $129,000 | +30.3% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $99,000 | +6.5% | 450 | 0.0% | 0.00% | – |
| Q2 2020 | $93,000 | +31.0% | 450 | 0.0% | 0.00% | – |
| Q1 2020 | $71,000 | -26.0% | 450 | 0.0% | 0.00% | – |
| Q4 2019 | $96,000 | +11.6% | 450 | 0.0% | 0.00% | – |
| Q3 2019 | $86,000 | -4.4% | 450 | 0.0% | 0.00% | – |
| Q2 2019 | $90,000 | +2.3% | 450 | 0.0% | 0.00% | – |
| Q1 2019 | $88,000 | +17.3% | 450 | 0.0% | 0.00% | – |
| Q4 2018 | $75,000 | -21.9% | 450 | 0.0% | 0.00% | – |
| Q3 2018 | $96,000 | +5.5% | 450 | 0.0% | 0.00% | – |
| Q2 2018 | $91,000 | – | 450 | – | 0.00% | – |
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% |