ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,378 | -21.7% | 1,403 | -15.2% | 0.09% | -17.0% |
| Q2 2023 | $401,362 | +7.1% | 1,654 | +0.1% | 0.11% | +1.9% |
| Q1 2023 | $374,623 | +6.0% | 1,652 | +0.2% | 0.10% | +1.0% |
| Q4 2022 | $353,583 | +3.1% | 1,648 | -0.7% | 0.10% | -6.4% |
| Q3 2022 | $343,000 | +13.2% | 1,659 | +12.9% | 0.11% | +23.6% |
| Q2 2022 | $303,000 | -19.2% | 1,470 | +0.1% | 0.09% | -9.2% |
| Q1 2022 | $375,000 | -0.3% | 1,468 | +14.3% | 0.10% | +1.0% |
| Q4 2021 | $376,000 | -18.6% | 1,284 | -15.6% | 0.10% | -19.8% |
| Q3 2021 | $462,000 | -2.5% | 1,521 | +0.1% | 0.12% | -6.2% |
| Q2 2021 | $474,000 | – | 1,519 | – | 0.13% | – |
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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% |