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 2020 | $2,199,000 | -23.8% | 13,902 | +3.2% | 0.49% | +0.4% |
| Q4 2019 | $2,887,000 | +17.3% | 13,477 | +5.5% | 0.49% | +1.5% |
| Q3 2019 | $2,461,000 | +7.5% | 12,769 | +12.0% | 0.48% | +3.2% |
| Q2 2019 | $2,290,000 | +7.5% | 11,398 | +5.2% | 0.47% | +3.3% |
| Q1 2019 | $2,130,000 | +22.0% | 10,830 | +4.2% | 0.45% | +2.5% |
| Q4 2018 | $1,746,000 | -15.9% | 10,394 | +7.7% | 0.44% | -2.7% |
| Q3 2018 | $2,075,000 | +7.8% | 9,649 | +2.4% | 0.45% | -0.4% |
| Q2 2018 | $1,925,000 | +9.6% | 9,419 | +2.2% | 0.45% | +3.9% |
| Q1 2018 | $1,756,000 | +1.4% | 9,216 | -0.7% | 0.44% | +4.3% |
| Q4 2017 | $1,732,000 | +6.5% | 9,278 | +2.0% | 0.42% | -3.0% |
| Q3 2017 | $1,627,000 | +8.9% | 9,094 | +2.7% | 0.43% | +5.1% |
| Q2 2017 | $1,494,000 | +12.3% | 8,852 | +7.6% | 0.41% | -5.1% |
| Q1 2017 | $1,330,000 | – | 8,227 | – | 0.43% | – |
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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% |