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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,959 | +442.9% | 13,203 | +486.8% | 0.00% | – |
| Q2 2023 | $545 | +201.1% | 2,250 | +181.2% | 0.00% | – |
| Q1 2023 | $181 | +5.8% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $171 | -99.9% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $165,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $165,000 | -19.1% | 800 | 0.0% | 0.00% | – |
| Q1 2022 | $204,000 | -96.7% | 800 | -96.3% | 0.00% | -100.0% |
| Q4 2021 | $6,253,000 | +236.7% | 21,341 | +137.7% | 0.01% | +100.0% |
| Q2 2020 | $1,857,000 | -50.1% | 8,978 | -61.8% | 0.00% | -57.1% |
| Q1 2020 | $3,719,000 | +2738.9% | 23,515 | +3742.3% | 0.01% | – |
| Q4 2019 | $131,000 | -7.1% | 612 | -12.8% | 0.00% | – |
| Q2 2019 | $141,000 | -97.7% | 702 | -98.1% | 0.00% | -100.0% |
| Q4 2018 | $6,187,000 | +430.2% | 36,828 | +578.6% | 0.02% | +350.0% |
| Q3 2018 | $1,167,000 | +11.8% | 5,427 | +6.2% | 0.00% | 0.0% |
| Q2 2018 | $1,044,000 | +64.4% | 5,111 | +53.2% | 0.00% | -85.7% |
| Q1 2018 | $635,000 | +183.5% | 3,336 | +177.1% | 0.03% | +180.0% |
| Q4 2017 | $224,000 | -62.2% | 1,204 | -67.2% | 0.01% | -61.5% |
| Q1 2017 | $593,000 | +723.6% | 3,671 | +596.6% | 0.03% | +420.0% |
| Q2 2016 | $72,000 | +350.0% | 527 | +346.6% | 0.01% | +400.0% |
| Q4 2015 | $16,000 | -99.0% | 118 | -99.0% | 0.00% | -99.1% |
| Q3 2015 | $1,538,000 | – | 11,481 | – | 0.11% | – |
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% |