ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,104 | -23.9% | 4,569 | -17.7% | 0.12% | -19.6% |
| Q2 2023 | $1,346,480 | -0.2% | 5,549 | -6.7% | 0.14% | -9.5% |
| Q1 2023 | $1,348,928 | -11.6% | 5,947 | -16.4% | 0.16% | -16.0% |
| Q4 2022 | $1,525,175 | +25.6% | 7,110 | +21.0% | 0.19% | -8.3% |
| Q3 2022 | $1,214,000 | -4.9% | 5,877 | -5.1% | 0.20% | -2.8% |
| Q2 2022 | $1,277,000 | -36.1% | 6,192 | -20.8% | 0.21% | -31.7% |
| Q1 2022 | $1,999,000 | -13.0% | 7,817 | -0.3% | 0.31% | -11.7% |
| Q4 2021 | $2,297,000 | +229600.0% | 7,838 | +97875.0% | 0.35% | – |
| Q1 2020 | $1,000 | -50.0% | 8 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 8 | – | 0.00% | – |
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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% |