ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,967 | +7.0% | 890 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $201,870 | -11.5% | 890 | 0.0% | 0.04% | -2.7% |
| Q1 2022 | $228,000 | -12.6% | 890 | 0.0% | 0.04% | -15.9% |
| Q4 2021 | $261,000 | 0.0% | 890 | 0.0% | 0.04% | -10.2% |
| Q3 2021 | $261,000 | -5.8% | 890 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $277,000 | +3.4% | 890 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $268,000 | +5.1% | 890 | 0.0% | 0.05% | -5.5% |
| Q4 2020 | $255,000 | +14.9% | 890 | -21.2% | 0.06% | -21.4% |
| Q1 2019 | $222,000 | +11.0% | 1,130 | +21.5% | 0.07% | +11.1% |
| Q3 2018 | $200,000 | – | 930 | – | 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% |