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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $551,716 | +21.0% | 2,187 | +7.5% | 0.21% | +10.9% |
| Q3 2023 | $456,138 | -7.6% | 2,035 | 0.0% | 0.19% | -5.0% |
| Q2 2023 | $493,805 | +7.1% | 2,035 | +0.1% | 0.20% | -1.0% |
| Q1 2023 | $461,019 | +10.6% | 2,033 | +4.6% | 0.20% | +3.6% |
| Q4 2022 | $416,829 | +6.9% | 1,943 | +2.8% | 0.20% | -0.5% |
| Q3 2022 | $390,000 | +78.1% | 1,890 | +78.3% | 0.20% | +88.6% |
| Q2 2022 | $219,000 | +0.9% | 1,060 | +25.0% | 0.10% | +11.7% |
| Q1 2022 | $217,000 | – | 848 | – | 0.09% | – |
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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% |