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 | $1,544,162 | -10.4% | 6,889 | -3.0% | 0.12% | -4.7% |
| Q2 2023 | $1,723,594 | +1.9% | 7,103 | -4.8% | 0.13% | -2.3% |
| Q1 2023 | $1,691,824 | +4.6% | 7,459 | -1.1% | 0.13% | -3.6% |
| Q4 2022 | $1,617,659 | -3.5% | 7,541 | -7.0% | 0.14% | -12.2% |
| Q3 2022 | $1,676,000 | -16.9% | 8,112 | -17.0% | 0.16% | -12.4% |
| Q2 2022 | $2,016,000 | -21.6% | 9,772 | -2.9% | 0.18% | -11.4% |
| Q1 2022 | $2,573,000 | -16.4% | 10,062 | -4.2% | 0.20% | -12.6% |
| Q4 2021 | $3,077,000 | -10.0% | 10,501 | -9.8% | 0.23% | -17.9% |
| Q3 2021 | $3,417,000 | -9.4% | 11,639 | -3.8% | 0.28% | -10.3% |
| Q2 2021 | $3,773,000 | -4.3% | 12,105 | -7.7% | 0.31% | -7.4% |
| Q1 2021 | $3,944,000 | -4.0% | 13,116 | -8.4% | 0.34% | -37.4% |
| Q4 2020 | $4,108,000 | +15114.8% | 14,326 | +11453.2% | 0.54% | +8866.7% |
| Q4 2019 | $27,000 | -63.5% | 124 | -96.2% | 0.01% | -75.0% |
| Q1 2018 | $74,000 | – | 3,280 | – | 0.02% | – |
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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% |