ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,965 | -9.3% | 1,655 | -1.8% | 0.02% | -9.5% |
| Q2 2023 | $408,879 | +7.0% | 1,685 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $382,189 | +67.8% | 1,685 | +58.7% | 0.02% | +50.0% |
| Q4 2022 | $227,745 | +4.0% | 1,062 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $219,000 | -0.5% | 1,062 | -0.5% | 0.01% | -6.7% |
| Q2 2022 | $220,000 | -33.3% | 1,067 | -17.4% | 0.02% | -11.8% |
| Q1 2022 | $330,000 | +0.6% | 1,292 | +15.5% | 0.02% | +6.2% |
| Q4 2021 | $328,000 | -15.7% | 1,119 | -38.4% | 0.02% | -42.9% |
| Q4 2019 | $389,000 | +11.1% | 1,817 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $350,000 | -7.2% | 1,817 | -3.2% | 0.03% | -6.7% |
| Q2 2019 | $377,000 | -2.3% | 1,877 | -4.6% | 0.03% | -6.2% |
| Q1 2019 | $386,000 | 0.0% | 1,967 | -14.4% | 0.03% | -15.8% |
| Q4 2018 | $386,000 | -95.0% | 2,297 | -93.7% | 0.04% | -94.1% |
| Q3 2018 | $7,795,000 | -34.2% | 36,244 | -37.5% | 0.64% | -37.4% |
| Q2 2018 | $11,842,000 | +16.1% | 57,957 | +8.3% | 1.03% | +10.8% |
| Q1 2018 | $10,196,000 | +12.9% | 53,504 | +10.6% | 0.93% | +6.3% |
| Q4 2017 | $9,035,000 | +7.1% | 48,395 | +2.6% | 0.87% | -8.3% |
| Q3 2017 | $8,438,000 | +15.7% | 47,153 | +9.1% | 0.95% | -1.9% |
| Q2 2017 | $7,295,000 | +9.8% | 43,223 | +5.1% | 0.97% | +8.4% |
| Q1 2017 | $6,646,000 | +4.5% | 41,108 | -0.5% | 0.89% | +0.2% |
| Q4 2016 | $6,361,000 | +43.8% | 41,320 | +39.1% | 0.89% | +40.3% |
| Q3 2016 | $4,423,000 | +107.0% | 29,702 | +90.6% | 0.64% | +97.2% |
| Q2 2016 | $2,137,000 | +316.6% | 15,580 | +302.6% | 0.32% | +312.8% |
| Q1 2016 | $513,000 | -43.9% | 3,870 | -41.0% | 0.08% | -40.5% |
| Q4 2015 | $914,000 | -24.3% | 6,560 | -27.2% | 0.13% | -38.2% |
| Q3 2015 | $1,207,000 | -90.0% | 9,010 | -88.5% | 0.21% | -86.8% |
| Q2 2015 | $12,064,000 | +122.9% | 78,044 | +118.5% | 1.60% | +123.3% |
| Q1 2015 | $5,412,000 | -44.6% | 35,711 | -50.3% | 0.72% | -53.7% |
| Q1 2014 | $9,777,000 | +13.0% | 71,855 | +12.6% | 1.55% | -6.7% |
| Q4 2013 | $8,649,000 | +18.6% | 63,824 | +10.2% | 1.66% | +8.5% |
| Q3 2013 | $7,291,000 | – | 57,942 | – | 1.53% | – |
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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% |