ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,769 | -9.4% | 3,376 | -1.9% | 0.04% | 0.0% |
| Q2 2023 | $835,035 | -6.8% | 3,441 | -12.9% | 0.04% | -12.8% |
| Q1 2023 | $895,967 | +4.2% | 3,950 | -1.4% | 0.05% | -4.1% |
| Q4 2022 | $859,592 | +89.3% | 4,007 | +82.4% | 0.05% | +58.1% |
| Q3 2022 | $454,000 | -17.9% | 2,197 | -17.3% | 0.03% | -16.2% |
| Q2 2022 | $553,000 | -55.9% | 2,657 | -45.1% | 0.04% | -42.2% |
| Q1 2022 | $1,253,000 | – | 4,839 | – | 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% |