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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $43 | -99.9% | 200 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $41,000 | 0.0% | 200 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $41,000 | -19.6% | 200 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $51,000 | -13.6% | 200 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $59,000 | 0.0% | 200 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $59,000 | -4.8% | 200 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $62,000 | +3.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $60,000 | +5.3% | 200 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $57,000 | +29.5% | 200 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $44,000 | +7.3% | 200 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $41,000 | +28.1% | 200 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $32,000 | -25.6% | 200 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $43,000 | +10.3% | 200 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $39,000 | -2.5% | 200 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $40,000 | +2.6% | 200 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $39,000 | – | 200 | – | 0.01% | – |
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% |