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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $30,000 | -99.9% | 150 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $25,200,000 | -18.6% | 150 | 0.0% | 0.01% | -18.2% |
| Q2 2018 | $30,947,000 | +11.2% | 150 | 0.0% | 0.01% | -26.7% |
| Q1 2018 | $27,826,000 | -2.4% | 150 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $28,506,000 | +5.1% | 150 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $27,135,000 | +7.5% | 150 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $25,245,000 | +6.7% | 150 | 0.0% | 0.02% | +45.5% |
| Q1 2017 | $23,652,000 | – | 150 | – | 0.01% | – |
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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% |