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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $424,753 | -6.7% | 1,949 | +3.9% | 0.02% | -4.5% |
Q2 2023 | $455,099 | +18.3% | 1,875 | +8.4% | 0.02% | +10.0% |
Q1 2023 | $384,593 | +31.8% | 1,729 | +27.1% | 0.02% | 0.0% |
Q4 2022 | $291,784 | -4.0% | 1,360 | +1.1% | 0.02% | -13.0% |
Q3 2022 | $304,000 | +9.4% | 1,345 | -0.1% | 0.02% | +4.5% |
Q2 2022 | $278,000 | -0.4% | 1,346 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $279,000 | -28.1% | 1,346 | +1.9% | 0.02% | -42.1% |
Q3 2021 | $388,000 | -31.3% | 1,321 | -27.2% | 0.04% | -34.5% |
Q2 2021 | $565,000 | +47.5% | 1,814 | +42.4% | 0.06% | +28.9% |
Q1 2021 | $383,000 | +4.6% | 1,274 | -0.2% | 0.04% | -2.2% |
Q4 2020 | $366,000 | +11.9% | 1,276 | -13.6% | 0.05% | -4.2% |
Q3 2020 | $327,000 | +2.2% | 1,476 | -4.5% | 0.05% | -5.9% |
Q2 2020 | $320,000 | +31.1% | 1,546 | +0.4% | 0.05% | +10.9% |
Q1 2020 | $244,000 | -31.3% | 1,540 | -7.0% | 0.05% | -14.8% |
Q4 2019 | $355,000 | +7.6% | 1,656 | -3.2% | 0.05% | 0.0% |
Q3 2019 | $330,000 | -2.1% | 1,710 | +2.0% | 0.05% | -16.9% |
Q2 2019 | $337,000 | -6.9% | 1,677 | -8.9% | 0.06% | -26.1% |
Q1 2019 | $362,000 | +16.8% | 1,841 | -0.3% | 0.09% | +11.4% |
Q4 2018 | $310,000 | -25.8% | 1,847 | -4.8% | 0.08% | -16.0% |
Q3 2018 | $418,000 | +0.5% | 1,941 | -4.6% | 0.09% | -10.5% |
Q2 2018 | $416,000 | +9.2% | 2,035 | +1.8% | 0.10% | 0.0% |
Q1 2018 | $381,000 | +2.1% | 1,999 | -0.1% | 0.10% | +1.9% |
Q4 2017 | $373,000 | +1.4% | 2,000 | -2.8% | 0.10% | -32.2% |
Q3 2017 | $368,000 | +1.4% | 2,058 | -4.2% | 0.15% | -11.1% |
Q2 2017 | $363,000 | +13.4% | 2,148 | +8.4% | 0.17% | -4.5% |
Q1 2017 | $320,000 | +11.1% | 1,981 | +5.7% | 0.18% | -7.3% |
Q4 2016 | $288,000 | – | 1,874 | – | 0.19% | – |
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% |