ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567 | -7.5% | 2,528 | 0.0% | 0.31% | -2.8% |
| Q2 2023 | $613 | -12.4% | 2,528 | -18.1% | 0.32% | -14.9% |
| Q1 2023 | $700 | +5.9% | 3,086 | +0.2% | 0.38% | +3.0% |
| Q4 2022 | $661 | -99.9% | 3,080 | +0.6% | 0.36% | -5.0% |
| Q3 2022 | $633,000 | +22.4% | 3,063 | +22.3% | 0.38% | +32.1% |
| Q2 2022 | $517,000 | -19.2% | 2,505 | +0.1% | 0.29% | -3.0% |
| Q1 2022 | $640,000 | -12.7% | 2,502 | +0.1% | 0.30% | -4.5% |
| Q4 2021 | $733,000 | +0.1% | 2,500 | +0.2% | 0.31% | -6.6% |
| Q3 2021 | $732,000 | -5.9% | 2,495 | 0.0% | 0.34% | -3.5% |
| Q2 2021 | $778,000 | +3.9% | 2,495 | +0.1% | 0.35% | -2.5% |
| Q1 2021 | $749,000 | +4.9% | 2,492 | 0.0% | 0.36% | -3.8% |
| Q4 2020 | $714,000 | +29.6% | 2,492 | +0.1% | 0.37% | +3.9% |
| Q3 2020 | $551,000 | +7.2% | 2,489 | +0.1% | 0.36% | +1.4% |
| Q2 2020 | $514,000 | -2.8% | 2,486 | -25.6% | 0.35% | -21.8% |
| Q1 2020 | $529,000 | -27.8% | 3,342 | -2.3% | 0.45% | -4.3% |
| Q4 2019 | $733,000 | +11.7% | 3,419 | +0.4% | 0.47% | +2.6% |
| Q3 2019 | $656,000 | -4.1% | 3,405 | 0.0% | 0.46% | -3.6% |
| Q2 2019 | $684,000 | +34.9% | 3,405 | +32.2% | 0.47% | +45.0% |
| Q1 2019 | $507,000 | +16.3% | 2,576 | -0.8% | 0.33% | +28.2% |
| Q4 2018 | $436,000 | -21.7% | 2,598 | +0.4% | 0.26% | -11.1% |
| Q3 2018 | $557,000 | +1.1% | 2,588 | -4.0% | 0.29% | -3.4% |
| Q2 2018 | $551,000 | +7.2% | 2,695 | 0.0% | 0.30% | +6.1% |
| Q1 2018 | $514,000 | +0.6% | 2,695 | -1.5% | 0.28% | -0.4% |
| Q4 2017 | $511,000 | +4.7% | 2,735 | +0.4% | 0.28% | +1.4% |
| Q3 2017 | $488,000 | +5.6% | 2,725 | -0.5% | 0.28% | +2.6% |
| Q2 2017 | $462,000 | +4.3% | 2,738 | 0.0% | 0.27% | -3.9% |
| Q1 2017 | $443,000 | +5.2% | 2,738 | +0.2% | 0.28% | +8.9% |
| Q4 2016 | $421,000 | -20.0% | 2,733 | -22.6% | 0.26% | -35.8% |
| Q3 2016 | $526,000 | +8.9% | 3,530 | +0.3% | 0.40% | +2.3% |
| Q2 2016 | $483,000 | -14.8% | 3,518 | -17.7% | 0.39% | -11.9% |
| Q1 2016 | $567,000 | -26.1% | 4,275 | -22.4% | 0.45% | -31.1% |
| Q4 2015 | $767,000 | +39.5% | 5,507 | +34.3% | 0.65% | +32.0% |
| Q3 2015 | $550,000 | – | 4,102 | – | 0.49% | – |
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% |