ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,420,000 | +72.3% | 6,884 | +113.7% | 0.04% | +73.9% |
| Q1 2022 | $824,000 | -24.0% | 3,222 | -12.9% | 0.02% | -48.9% |
| Q4 2021 | $1,084,000 | -92.2% | 3,700 | -92.0% | 0.04% | -94.2% |
| Q1 2021 | $13,865,000 | +898.9% | 46,103 | +540.3% | 0.77% | +346.2% |
| Q3 2019 | $1,388,000 | +431.8% | 7,200 | +453.8% | 0.17% | +424.2% |
| Q2 2019 | $261,000 | -57.6% | 1,300 | -65.8% | 0.03% | -8.3% |
| Q2 2017 | $615,000 | 0.0% | 3,804 | 0.0% | 0.04% | -47.1% |
| Q1 2017 | $615,000 | – | 3,804 | – | 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% |