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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $205,000 | -18.0% | 1,078 | -19.4% | 0.04% | -21.3% |
| Q4 2017 | $250,000 | +7.3% | 1,338 | +2.8% | 0.05% | -2.1% |
| Q3 2017 | $233,000 | -43.0% | 1,301 | -46.4% | 0.05% | -47.3% |
| Q2 2017 | $409,000 | -4.0% | 2,426 | -8.0% | 0.09% | -14.2% |
| Q1 2017 | $426,000 | +3.4% | 2,637 | -1.4% | 0.11% | +6.0% |
| Q4 2016 | $412,000 | +2.2% | 2,674 | -1.3% | 0.10% | -4.8% |
| Q3 2016 | $403,000 | -7.4% | 2,710 | -14.5% | 0.10% | -11.0% |
| Q2 2016 | $435,000 | -1.4% | 3,168 | -4.7% | 0.12% | -5.6% |
| Q1 2016 | $441,000 | -7.7% | 3,325 | -3.2% | 0.12% | -10.7% |
| Q4 2015 | $478,000 | -7.0% | 3,435 | -10.5% | 0.14% | -16.2% |
| Q3 2015 | $514,000 | -11.2% | 3,838 | +2.5% | 0.17% | -10.2% |
| Q2 2015 | $579,000 | +0.3% | 3,744 | -1.7% | 0.19% | 0.0% |
| Q1 2015 | $577,000 | -10.0% | 3,807 | -15.5% | 0.19% | -7.0% |
| Q4 2014 | $641,000 | +5.4% | 4,504 | -3.9% | 0.20% | -2.9% |
| Q3 2014 | $608,000 | -8.3% | 4,686 | -2.1% | 0.21% | -8.8% |
| Q2 2014 | $663,000 | 0.0% | 4,786 | -1.7% | 0.23% | -8.1% |
| Q1 2014 | $663,000 | -13.2% | 4,870 | -13.6% | 0.25% | -16.0% |
| Q4 2013 | $764,000 | -3.9% | 5,636 | -10.8% | 0.29% | -20.8% |
| Q3 2013 | $795,000 | +5.6% | 6,319 | -6.4% | 0.37% | -11.1% |
| Q2 2013 | $753,000 | – | 6,748 | – | 0.42% | – |
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% |