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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,792 | -7.6% | 4,501 | 0.0% | 0.06% | -9.1% |
| Q2 2023 | $1,092,096 | +7.0% | 4,501 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $1,020,808 | +5.7% | 4,501 | 0.0% | 0.07% | -5.7% |
| Q4 2022 | $965,452 | +3.8% | 4,501 | 0.0% | 0.07% | -11.4% |
| Q3 2022 | $930,000 | -22.0% | 4,501 | -22.2% | 0.08% | -24.8% |
| Q2 2022 | $1,193,000 | -19.3% | 5,783 | 0.0% | 0.10% | -15.3% |
| Q1 2022 | $1,479,000 | -21.0% | 5,783 | -9.5% | 0.12% | -23.9% |
| Q4 2021 | $1,873,000 | -9.4% | 6,392 | -9.2% | 0.16% | -25.9% |
| Q3 2021 | $2,067,000 | – | 7,040 | – | 0.22% | – |
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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% |