ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $504,363 | -6.3% | 2,250 | +1.4% | 0.04% | -5.3% |
Q2 2023 | $538,282 | +5.7% | 2,218 | -1.2% | 0.04% | +2.7% |
Q1 2023 | $509,207 | -9.2% | 2,245 | -14.1% | 0.04% | -11.9% |
Q4 2022 | $560,798 | +2.3% | 2,614 | -1.4% | 0.04% | -6.7% |
Q3 2022 | $548,000 | -3.2% | 2,650 | -3.5% | 0.04% | -2.2% |
Q2 2022 | $566,000 | -22.7% | 2,746 | -4.2% | 0.05% | -4.2% |
Q1 2022 | $732,000 | -9.7% | 2,865 | +3.5% | 0.05% | -5.9% |
Q4 2021 | $811,000 | -7.9% | 2,767 | -7.8% | 0.05% | -15.0% |
Q3 2021 | $881,000 | -36.9% | 3,001 | -43.1% | 0.06% | -35.5% |
Q2 2021 | $1,397,000 | +4.4% | 5,272 | +18.4% | 0.09% | -2.1% |
Q1 2021 | $1,338,000 | +2.8% | 4,451 | -21.0% | 0.10% | +6.7% |
Q4 2020 | $1,301,000 | +31.5% | 5,634 | +26.2% | 0.09% | +6.0% |
Q3 2020 | $989,000 | -10.2% | 4,465 | -45.8% | 0.08% | -19.2% |
Q2 2020 | $1,101,000 | +64.8% | 8,233 | +94.7% | 0.10% | +9.5% |
Q1 2020 | $668,000 | -43.0% | 4,228 | -22.6% | 0.10% | -24.0% |
Q4 2019 | $1,171,000 | +21.6% | 5,463 | +9.3% | 0.12% | +13.6% |
Q3 2019 | $963,000 | -18.8% | 4,996 | -15.4% | 0.11% | -19.7% |
Q2 2019 | $1,186,000 | -14.2% | 5,906 | -16.0% | 0.14% | -20.3% |
Q1 2019 | $1,382,000 | +16.5% | 7,028 | -0.4% | 0.17% | +6.2% |
Q4 2018 | $1,186,000 | -34.2% | 7,059 | -15.8% | 0.16% | -19.4% |
Q3 2018 | $1,803,000 | -49.5% | 8,381 | -51.6% | 0.20% | -53.6% |
Q2 2018 | $3,571,000 | +125.9% | 17,307 | +108.7% | 0.43% | +110.2% |
Q1 2018 | $1,581,000 | +0.6% | 8,294 | -1.5% | 0.21% | -4.2% |
Q4 2017 | $1,572,000 | – | 8,417 | – | 0.22% | – |
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% |