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 | $333,354 | -7.6% | 1,487 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $360,840 | +3.6% | 1,487 | -3.1% | 0.00% | -33.3% |
| Q1 2023 | $348,233 | +5.7% | 1,535 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $329,347 | +3.9% | 1,535 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $317,000 | 0.0% | 1,535 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $317,000 | -14.8% | 1,535 | +24.0% | 0.00% | -33.3% |
| Q1 2021 | $372,000 | +7.5% | 1,238 | +2.6% | 0.00% | 0.0% |
| Q4 2020 | $346,000 | -35.4% | 1,207 | -62.2% | 0.00% | -62.5% |
| Q4 2018 | $536,000 | -21.9% | 3,189 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $686,000 | +206.2% | 3,189 | +169.1% | 0.01% | +200.0% |
| Q2 2018 | $224,000 | – | 1,185 | – | 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% |