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 | $13,504,604 | -5.3% | 60,248 | +2.5% | 2.26% | -7.5% |
| Q2 2023 | $14,259,926 | +9.0% | 58,765 | +1.9% | 2.44% | +4.6% |
| Q1 2023 | $13,080,110 | +7.4% | 57,667 | +1.6% | 2.33% | +2.4% |
| Q4 2022 | $12,180,188 | +11.2% | 56,779 | +7.1% | 2.28% | +1.1% |
| Q3 2022 | $10,956,000 | +4.4% | 53,035 | +4.3% | 2.26% | +5.7% |
| Q2 2022 | $10,495,000 | -13.6% | 50,869 | +7.1% | 2.13% | -4.4% |
| Q1 2022 | $12,151,000 | -4.3% | 47,510 | +9.6% | 2.23% | -4.6% |
| Q4 2021 | $12,703,000 | +2.0% | 43,349 | +2.2% | 2.34% | -9.0% |
| Q3 2021 | $12,450,000 | +0.1% | 42,404 | +6.2% | 2.57% | -3.4% |
| Q2 2021 | $12,442,000 | +7.8% | 39,918 | +4.0% | 2.66% | -0.2% |
| Q1 2021 | $11,543,000 | -1.5% | 38,382 | -6.1% | 2.66% | -9.0% |
| Q4 2020 | $11,722,000 | +17.0% | 40,885 | -9.6% | 2.93% | -7.3% |
| Q3 2020 | $10,021,000 | +1.6% | 45,235 | -5.1% | 3.16% | -8.8% |
| Q2 2020 | $9,863,000 | +67.0% | 47,676 | +27.6% | 3.46% | +27.2% |
| Q1 2020 | $5,907,000 | -24.1% | 37,350 | +2.8% | 2.72% | -1.2% |
| Q4 2019 | $7,786,000 | +12.4% | 36,346 | +1.1% | 2.76% | +5.1% |
| Q3 2019 | $6,927,000 | -8.8% | 35,941 | -5.0% | 2.62% | -11.1% |
| Q2 2019 | $7,598,000 | -2.5% | 37,825 | -4.6% | 2.95% | -5.8% |
| Q1 2019 | $7,794,000 | +14.9% | 39,634 | -1.9% | 3.13% | +8.3% |
| Q4 2018 | $6,784,000 | -15.7% | 40,383 | +6.2% | 2.89% | -7.4% |
| Q3 2018 | $8,048,000 | +5.6% | 38,012 | +1.9% | 3.12% | +5.1% |
| Q2 2018 | $7,619,000 | +23.8% | 37,286 | +12.4% | 2.97% | +14.6% |
| Q1 2018 | $6,154,000 | -4.1% | 33,171 | -3.5% | 2.60% | +84.3% |
| Q4 2017 | $6,416,000 | +29.0% | 34,375 | +25.0% | 1.41% | -45.0% |
| Q3 2017 | $4,975,000 | +10.6% | 27,505 | +101770.4% | 2.56% | +1.3% |
| Q2 2017 | $4,499,000 | +9.1% | 27 | -99.9% | 2.53% | -2.3% |
| Q1 2017 | $4,124,000 | – | 26,156 | – | 2.58% | – |
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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% |