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 | $105,575 | -7.6% | 471 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $114,293 | +7.0% | 471 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $106,832 | +5.7% | 471 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $101,039 | +4.2% | 471 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $97,000 | 0.0% | 471 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $97,000 | -19.2% | 471 | 0.0% | 0.03% | -21.2% |
| Q1 2022 | $120,000 | -13.0% | 471 | 0.0% | 0.03% | -8.3% |
| Q4 2021 | $138,000 | 0.0% | 471 | 0.0% | 0.04% | -5.3% |
| Q3 2021 | $138,000 | -2.1% | 471 | +4.4% | 0.04% | +2.7% |
| Q2 2021 | $141,000 | +3.7% | 451 | 0.0% | 0.04% | -14.0% |
| Q1 2021 | $136,000 | -1.4% | 451 | -6.6% | 0.04% | -8.5% |
| Q4 2020 | $138,000 | +38.0% | 483 | +7.1% | 0.05% | +6.8% |
| Q3 2020 | $100,000 | +7.5% | 451 | 0.0% | 0.04% | +15.8% |
| Q2 2020 | $93,000 | +31.0% | 451 | 0.0% | 0.04% | +8.6% |
| Q1 2020 | $71,000 | -27.6% | 451 | -1.5% | 0.04% | +2.9% |
| Q4 2019 | $98,000 | +11.4% | 458 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $88,000 | -4.3% | 458 | 0.0% | 0.03% | -8.3% |
| Q2 2019 | $92,000 | – | 458 | – | 0.04% | – |
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% |