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 | $240,513 | -6.1% | 1,073 | +1.6% | 0.07% | -4.1% |
| Q2 2023 | $256,249 | -3.4% | 1,056 | -9.7% | 0.07% | -9.8% |
| Q1 2023 | $265,379 | +3.2% | 1,170 | -2.4% | 0.08% | -5.7% |
| Q4 2022 | $257,209 | +14.3% | 1,199 | +10.2% | 0.09% | 0.0% |
| Q3 2022 | $225,000 | +3.7% | 1,088 | +3.6% | 0.09% | +3.6% |
| Q2 2022 | $217,000 | -19.3% | 1,050 | 0.0% | 0.08% | -6.7% |
| Q1 2022 | $269,000 | -12.7% | 1,050 | 0.0% | 0.09% | -11.8% |
| Q4 2021 | $308,000 | 0.0% | 1,050 | 0.0% | 0.10% | -10.5% |
| Q3 2021 | $308,000 | -5.8% | 1,050 | 0.0% | 0.11% | -9.5% |
| Q2 2021 | $327,000 | +3.5% | 1,050 | 0.0% | 0.13% | -4.5% |
| Q1 2021 | $316,000 | +5.0% | 1,050 | 0.0% | 0.13% | -4.3% |
| Q4 2020 | $301,000 | +29.2% | 1,050 | 0.0% | 0.14% | +16.0% |
| Q3 2020 | $233,000 | +7.4% | 1,050 | 0.0% | 0.12% | -3.3% |
| Q2 2020 | $217,000 | – | 1,050 | – | 0.12% | – |
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% |