ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,501 | -13.6% | 87 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $22,567 | +136.9% | 93 | +121.4% | 0.00% | +100.0% |
| Q1 2023 | $9,526 | -49.0% | 42 | -51.7% | 0.00% | -50.0% |
| Q4 2022 | $18,663 | +9.8% | 87 | +6.1% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -19.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -12.5% | 82 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $24,000 | -60.0% | 82 | -59.6% | 0.00% | -62.5% |
| Q3 2021 | $60,000 | -1.6% | 203 | +4.1% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +10.9% | 195 | +6.0% | 0.01% | 0.0% |
| Q1 2021 | $55,000 | +14.6% | 184 | +8.9% | 0.01% | +14.3% |
| Q4 2020 | $48,000 | +71.4% | 169 | +32.0% | 0.01% | +40.0% |
| Q3 2020 | $28,000 | +154.5% | 128 | +141.5% | 0.01% | +150.0% |
| Q2 2020 | $11,000 | +37.5% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -85.5% | 53 | -79.5% | 0.00% | -86.7% |
| Q4 2019 | $55,000 | +10.0% | 258 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $50,000 | -3.8% | 258 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $52,000 | +420.0% | 258 | +386.8% | 0.02% | +300.0% |
| Q1 2019 | $10,000 | +11.1% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | – | 53 | – | 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% |