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 | $299 | -7.7% | 1,336 | 0.0% | 0.05% | -4.2% |
| Q2 2023 | $324 | +6.9% | 1,336 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $303 | +5.6% | 1,336 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $287 | -99.9% | 1,336 | 0.0% | 0.05% | -7.4% |
| Q3 2022 | $276,000 | -4.2% | 1,336 | -4.4% | 0.05% | 0.0% |
| Q2 2022 | $288,000 | -19.3% | 1,398 | 0.0% | 0.05% | -8.5% |
| Q1 2022 | $357,000 | -12.9% | 1,398 | 0.0% | 0.06% | -10.6% |
| Q4 2021 | $410,000 | +44.4% | 1,398 | +44.4% | 0.07% | +29.4% |
| Q3 2021 | $284,000 | -34.9% | 968 | -30.8% | 0.05% | -34.6% |
| Q2 2021 | $436,000 | +3.8% | 1,398 | 0.0% | 0.08% | +1.3% |
| Q1 2021 | $420,000 | +4.7% | 1,398 | 0.0% | 0.08% | -13.5% |
| Q4 2020 | $401,000 | +29.4% | 1,398 | 0.0% | 0.09% | +15.6% |
| Q3 2020 | $310,000 | +13.1% | 1,398 | -1.2% | 0.08% | +6.9% |
| Q2 2020 | $274,000 | +2.2% | 1,415 | -37.3% | 0.07% | -14.3% |
| Q1 2020 | $268,000 | -23.4% | 2,258 | +38.3% | 0.08% | -5.6% |
| Q4 2019 | $350,000 | -3.8% | 1,633 | -61.7% | 0.09% | -11.9% |
| Q3 2019 | $364,000 | -18.0% | 4,261 | +92.6% | 0.10% | -19.2% |
| Q2 2019 | $444,000 | +11.6% | 2,212 | +9.4% | 0.12% | +15.7% |
| Q1 2019 | $398,000 | +12.7% | 2,022 | -3.7% | 0.11% | +3.8% |
| Q4 2018 | $353,000 | -21.7% | 2,099 | 0.0% | 0.10% | -18.1% |
| Q3 2018 | $451,000 | +43.6% | 2,099 | +36.5% | 0.13% | +29.6% |
| Q2 2018 | $314,000 | +7.2% | 1,538 | 0.0% | 0.10% | +3.2% |
| Q1 2018 | $293,000 | +2.1% | 1,538 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $287,000 | +4.4% | 1,538 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $275,000 | +5.8% | 1,538 | 0.0% | 0.10% | 0.0% |
| Q2 2017 | $260,000 | +4.4% | 1,538 | 0.0% | 0.10% | 0.0% |
| Q1 2017 | $249,000 | +5.1% | 1,538 | 0.0% | 0.10% | -2.0% |
| Q4 2016 | $237,000 | +3.5% | 1,538 | 0.0% | 0.10% | -3.0% |
| Q3 2016 | $229,000 | +16.2% | 1,538 | +7.0% | 0.10% | +8.6% |
| Q2 2016 | $197,000 | +3.1% | 1,438 | 0.0% | 0.09% | -2.1% |
| Q1 2016 | $191,000 | -4.5% | 1,438 | 0.0% | 0.10% | -8.7% |
| Q4 2015 | $200,000 | +3.6% | 1,438 | 0.0% | 0.10% | -1.9% |
| Q3 2015 | $193,000 | -13.1% | 1,438 | 0.0% | 0.11% | -7.8% |
| Q2 2015 | $222,000 | +1.8% | 1,438 | 0.0% | 0.12% | +1.8% |
| Q1 2015 | $218,000 | +6.3% | 1,438 | 0.0% | 0.11% | +0.9% |
| Q4 2014 | $205,000 | +10.2% | 1,438 | +0.1% | 0.11% | +5.7% |
| Q3 2014 | $186,000 | -6.5% | 1,437 | -0.1% | 0.11% | -5.4% |
| Q2 2014 | $199,000 | +1.5% | 1,438 | 0.0% | 0.11% | -2.6% |
| Q1 2014 | $196,000 | +0.5% | 1,438 | 0.0% | 0.12% | -10.9% |
| Q4 2013 | $195,000 | – | 1,438 | – | 0.13% | – |
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% |