ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,792 | -13.7% | 1,422 | -6.6% | 0.01% | 0.0% |
| Q2 2023 | $369,496 | +25.8% | 1,523 | +17.6% | 0.01% | -14.3% |
| Q1 2023 | $293,729 | -3.0% | 1,295 | -8.2% | 0.01% | 0.0% |
| Q4 2022 | $302,686 | -4.8% | 1,411 | -8.3% | 0.01% | -30.0% |
| Q3 2022 | $318,000 | +0.3% | 1,539 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $317,000 | -21.5% | 1,539 | -2.7% | 0.01% | -10.0% |
| Q1 2022 | $404,000 | +6.9% | 1,581 | +22.5% | 0.01% | 0.0% |
| Q4 2021 | $378,000 | -61.7% | 1,291 | -59.2% | 0.01% | -72.2% |
| Q2 2021 | $987,000 | +10.4% | 3,166 | +6.5% | 0.04% | -2.7% |
| Q1 2021 | $894,000 | +13.7% | 2,974 | +8.5% | 0.04% | +2.8% |
| Q4 2020 | $786,000 | +29.5% | 2,741 | 0.0% | 0.04% | +12.5% |
| Q3 2020 | $607,000 | +15.0% | 2,741 | +7.4% | 0.03% | +3.2% |
| Q2 2020 | $528,000 | +115.5% | 2,553 | +64.9% | 0.03% | +72.2% |
| Q1 2020 | $245,000 | -26.2% | 1,548 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $332,000 | +25.3% | 1,548 | +17.2% | 0.02% | +5.0% |
| Q2 2019 | $265,000 | – | 1,321 | – | 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% |