ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,505 | -7.6% | 377 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $91,483 | +7.0% | 377 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $85,511 | -40.4% | 377 | -43.6% | 0.00% | -40.0% |
Q4 2022 | $143,514 | +205.3% | 669 | +194.7% | 0.01% | +150.0% |
Q3 2022 | $47,000 | -52.0% | 227 | -52.0% | 0.00% | -50.0% |
Q2 2022 | $98,000 | -44.0% | 473 | -30.9% | 0.00% | -33.3% |
Q1 2022 | $175,000 | -12.9% | 685 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $201,000 | -10.3% | 685 | -4.9% | 0.01% | -22.2% |
Q2 2021 | $224,000 | +3.2% | 720 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $217,000 | -46.2% | 720 | -48.8% | 0.01% | -50.0% |
Q4 2020 | $403,000 | +29.6% | 1,405 | 0.0% | 0.02% | +12.5% |
Q3 2020 | $311,000 | +6.9% | 1,405 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $291,000 | +31.1% | 1,405 | 0.0% | 0.02% | +6.7% |
Q1 2020 | $222,000 | -26.2% | 1,405 | 0.0% | 0.02% | -11.8% |
Q4 2019 | $301,000 | +11.1% | 1,405 | 0.0% | 0.02% | +6.2% |
Q3 2019 | $271,000 | -3.9% | 1,405 | 0.0% | 0.02% | -5.9% |
Q2 2019 | $282,000 | +2.2% | 1,405 | 0.0% | 0.02% | -10.5% |
Q1 2019 | $276,000 | +16.9% | 1,405 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $236,000 | -21.9% | 1,405 | 0.0% | 0.02% | -9.5% |
Q3 2018 | $302,000 | +5.2% | 1,405 | 0.0% | 0.02% | -16.0% |
Q2 2018 | $287,000 | – | 1,405 | – | 0.02% | – |
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% |