ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,415 | +367.0% | 6,240 | +341.0% | 0.02% | +325.0% |
| Q4 2022 | $303 | -99.9% | 1,415 | -18.6% | 0.00% | 0.0% |
| Q2 2022 | $358,000 | -56.4% | 1,738 | -38.0% | 0.00% | -20.0% |
| Q4 2021 | $822,000 | -10.3% | 2,805 | -10.2% | 0.01% | -16.7% |
| Q3 2021 | $916,000 | -84.9% | 3,122 | -83.9% | 0.01% | -89.1% |
| Q2 2021 | $6,050,000 | -57.0% | 19,411 | -58.5% | 0.06% | -61.3% |
| Q1 2021 | $14,074,000 | +4469.5% | 46,798 | +2301.1% | 0.14% | +610.0% |
| Q1 2020 | $308,000 | -84.6% | 1,949 | -81.2% | 0.02% | -78.7% |
| Q3 2019 | $1,997,000 | -59.2% | 10,363 | -57.5% | 0.09% | -69.6% |
| Q2 2019 | $4,895,000 | +1120.7% | 24,371 | +1092.3% | 0.31% | +398.4% |
| Q1 2019 | $401,000 | – | 2,044 | – | 0.06% | – |
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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% |