ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,162 | +2669.5% | 839 | +2896.4% | 0.03% | +2900.0% |
| Q2 2023 | $6,794 | -96.4% | 28 | -96.7% | 0.00% | -97.0% |
| Q1 2023 | $190,138 | +5.9% | 838 | +0.1% | 0.03% | 0.0% |
| Q4 2022 | $179,472 | +4.3% | 837 | +0.6% | 0.03% | -10.8% |
| Q3 2022 | $172,000 | -3.4% | 832 | -3.5% | 0.04% | 0.0% |
| Q2 2022 | $178,000 | -19.1% | 862 | +0.1% | 0.04% | -7.5% |
| Q1 2022 | $220,000 | -12.7% | 861 | 0.0% | 0.04% | -13.0% |
| Q4 2021 | $252,000 | 0.0% | 861 | +0.2% | 0.05% | -13.2% |
| Q3 2021 | $252,000 | -6.3% | 859 | -0.3% | 0.05% | -5.4% |
| Q2 2021 | $269,000 | +3.9% | 862 | +0.1% | 0.06% | +1.8% |
| Q1 2021 | $259,000 | -47.6% | 861 | -50.0% | 0.06% | -3.5% |
| Q4 2020 | $494,000 | +158.6% | 1,722 | +100.0% | 0.06% | +7.5% |
| Q3 2020 | $191,000 | +7.3% | 861 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $178,000 | +19.5% | 861 | -8.4% | 0.06% | -3.5% |
| Q1 2020 | $149,000 | +396.7% | 940 | +571.4% | 0.06% | +418.2% |
| Q4 2019 | $30,000 | +400.0% | 140 | +351.6% | 0.01% | +450.0% |
| Q3 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +500.0% | 31 | +933.3% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $1,000 | -50.0% | 3 | -66.7% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | – | 9 | – | 0.00% | – |
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% |