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 | $230 | -7.6% | 1,027 | 0.0% | 0.03% | -29.8% |
| Q2 2023 | $249 | -1.6% | 1,027 | -8.1% | 0.05% | -9.6% |
| Q1 2023 | $253 | -99.9% | 1,117 | 0.0% | 0.05% | -10.3% |
| Q4 2022 | $239,619 | +3.7% | 1,117 | 0.0% | 0.06% | -4.9% |
| Q3 2022 | $231,000 | +0.4% | 1,117 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $230,000 | -86.4% | 1,117 | -85.9% | 0.06% | -84.8% |
| Q4 2019 | $1,691,000 | -0.4% | 7,895 | -10.4% | 0.39% | -22.0% |
| Q3 2019 | $1,698,000 | -11.2% | 8,812 | -7.4% | 0.50% | -7.8% |
| Q2 2019 | $1,912,000 | -1.6% | 9,517 | -3.7% | 0.54% | -9.9% |
| Q1 2019 | $1,943,000 | – | 9,882 | – | 0.60% | – |
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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% |